After a depressing 2022, markets have got off to a flying start. Should investors ride the wave? Have long-term yields peaked? Is the recession risk fairly priced in equities and High Yield credit? Can we still count on the Fed put? Will portfolio diversification start working again? 

Watch the video of Vincent Chaigneau, Head of Research at Generali Insurance Asset Management, who presents the 2023 outlook in 5 themes and 7 charts or download the full 2023 macro outlook!