Give two and a half cheers for the world economy, writes David Marsh, chairman, OMFIF.
The facts have changed, writes Niall O’Sullivan, EMEA chief investment officer, multi asset strategies, Neuberger Berman.
Higher expected returns in fixed income should provide opportunities for reserve managers in 2023, writes Massimiliano Castelli, head of strategy and advice, and Philipp Salman, strategy and advice, sovereign institutions, UBS Asset Management.
Extent of malaise unclear with more questions than answers, writes Mark Sobel, US chair, OMFIF.
High-risk moment for global economy requires careful steering, writes Simona Mocuta, chief economist, State Street Global Advisors.
Regulation, deforestation and energy security high on the agenda, writes Eoin Murray, head of investment, Federated Hermes Limited.
The dollar’s course will be far less predictable, writes Mark Sobel, US chair, OMFIF.
Reviving consumption and domestic demand is top priority, writes Duncan Wrigley, chief China economist, Pantheon Macroeconomics.
Degree of caution needed over EM outlook, writes Nikhil Sanghani, managing director, Research, OMFIF.
ECB prioritising balance sheet reduction, writes Geoffrey Yu, senior EMEA market strategist, BNY Mellon.
Economic stagnation now more likely than outright recession, writes Agnès Belaisch, chief European strategist, Barings Investment Institute.
Don’t expect much cheer writes Meghnad Desai, chair, OMFIF Advisory Council.
OMFIF Economist Taylor Pearce and Chief Economist Neil Williams delve into what to look out for in the year ahead in this lightning round podcast.
As they head into the new year, what are the primary concerns for public asset owners? Max Castelli, head of strategy and advice, global sovereign markets, UBS Asset Management, joins Taylor Pearce, economist, OMFIF.
BoJ may reform the yield target, but still has to keep debt costs down, writes Neil Williams, chief economist at OMFIF.
Inflation, currency flows and geopolitics will remain key concerns, writes Nikhil Sanghani, managing director, research at OMFIF.
Reducing external dependency has become a priority for German policy-makers, writes Taylor Pearce, economist at OMFIF.