2023 outlook

2023 kicked off with gloomy predictions about the economy and asset prices. So far, these forecasts have not borne fruit.

In this episode, Totus Capital's Ben McGarry and Merlon Capital Partners' Neil Margolis share their strategies for the year ahead.

There's a need to be more selective within the Australian equities space, says Katie Hudson of Yarra Capital Management.

Inflation, interest rates, earnings, China and energy security top long list of issues.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

Will 2023 be “beautiful” (as Ken Fisher asserts) or ugly (as Harvard professor and former IMF chief economist Kenneth Rogoff fears)?

Get ready to run with the bulls in 2023. According to these fundies, it's time to ignore the market noise and look to greener pastures ahead.

Find out how some of the biggest investment firms are preparing for the year ahead via their outlook statements

A review of a difficult '22 and some exciting themes for next year are among the topics covered in this interview with Australian Ethical's Mike Murray.

The drumbeat of global recession for 2023 has been beating loudly of late. Some fund managers and analysts at major banks now have recession as their baseline...

In a special podcast episode to round out 2022, we went ‘around the grounds’ within the Antipodes investment team to get sector-specific outlooks for 2023. I spoke...

As we look ahead to 2023, it can be said with a reasonable degree of confidence based off the experience of the last few years that ‘uncertainty is the only certainty’.

What is the outlook for the economy and earnings in this environment of high inflation, rising rates, an energy shock and slowing growth?

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...

Change and volatility have dominated the macro environment in 2022. But despite the prospect of a material slowing in global growth and elevated inflation and...

Each year, we invite Livewire readers to participate in Australia's biggest survey of investors. It’s a survey with a difference, where you can have your say and...

Inflation will continue in 2023 but what should an investor actually do with this knowledge? Amundi Asset Management have some tips.

We see a hard landing for markets as the most likely outcome in 2023 but believe the following geographies, asset classes, and investment styles present compelling...

If you thought 2022 was volatile for equities, spare a thought for bonds. Now, after their worst year in decades, change is on the horizon.

Key Points: We were broadly correct in last year’s predictions Market Insight, though underappreciated the magnitude of monetary tightening that has taken place....