Global Insight – March 2023
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors.
Solar energy: Here comes the sun a cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.
Three of our seven leading indicators of U.S. recession have unequivocally reached levels that would signal an economic downturn is on the way.
Fresh off a market bounce that was partly sparked by better-thanfeared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. While we think the bulk of market risks are in the rearview mirror, it may take more time to reveal whether the economic and earnings vulnerabilities have been fully incorporated into stock prices.
The trajectory of inflation in the coming months will have major implications for equities, in our view, but exactly what that trajectory will be remains unclear. We look for catalysts that could spark a new move higher for markets, or signal the approach of a recession.
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors.
The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.
One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?
China charts its course through turbulence and transformation. As China faces challenges to growth and development, we reflect on the outcome of the 20th Communist Party Congress a
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