Macro Outlook Video: 5 Themes for 2023 | Blowing hot and cold

En bref

Watch our Macro Outlook for 2023 with Vincent Chaigneau, Head of Research at Generali Insurance Asset Management.

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!


Will 2023 bring investors more of the same or are we seeing a fundamental shift in the investment landscape?

To answer this, we are pleased to present the latest views from across the Generali Investments ecosystem of specialist asset management firms, as they look ahead to the risks and opportunities that 2023 may present.  ​​


© Generali Investments, tous droits réservés. Ce site web est géré par Generali Investments Holding S.p.A. en tant que société holding des sociétés de gestion d'actifs du Groupe Generali ayant, directement ou indirectement, une participation majoritaire dans les sociétés énumérées ci-dessous (ci-après dénommées conjointement "Generali Investments"). Ce site web peut contenir des informations relatives à l'activité des sociétés suivantes : Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (y compris Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S. p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* et ses filiales Global Evolution Asset Management A/S - y compris Global Evolution USA, LLC et Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC ainsi que Generali Investments CEE. *Englobe Conning, Inc, Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc, Goodwin Capital Advisers, Inc (désignés comme "Conning").