The world economy continues to slow, with the Eurozone and the UK in recession, the US being more resilient but growing well below trend, and China showing limited potential for a quick or sustained recovery. As we enter 2023, we remain cautious with an underweight in equities, balanced with overweights in bonds and hedge funds. But we also look for the silver lining and examine what could eventually make us more constructive later in 2023. How does our world view affect our investment priorities? Discover our latest in-depth investment views and insights on diversified investment themes in our latest brochure and video below.
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