What’s on the horizon for stocks, bonds, commodities & alternative assets in 2023?
Join EXANTE panel discussion as we hear from four leading industry experts.
Learn more about event- Macroeconomic overviews
- Stocks and ETFs
- Bonds
- Alternatives
- Currencies
- Emerging Markets
- Commodities
- Cryptocurrencies and digital ecosystem developments
- Macroeconomic overviews
- Secular Stagnation, Not Secular Stagflation
Willem Buiter, former chief economist at Citibank and former member of the Monetary Policy Committee of the Bank of England. He considers stagflation vs secular stagnation and what central banks can do.
- Global Economic Prospects — January 2023
The World Bank’s latest view on growth in 2023. Here is the forward from the World Bank President.
- The Looming Financial Contagion
Kenneth Rogoff, Professor of Economics and Public Policy at Harvard University and former chief economist of the International Monetary Fund, considers where financial contagion risks may be found and why.
- Outlook 2023: It’s not every day that Europe gets lucky
OMFIF. Agnès Belaisch, Chief European Strategist, Barings Investment Institute, focuses on the likelihood and depth of recession prospects in Europe.
- Secular Stagnation, Not Secular Stagflation
- Stocks and ETFs
- Bonds
- If it doesn’t trade, is it really marketable debt?
Rebecca Christie, a non-resident fellow at the Brussels-based Bruegel think tank and Brussels columnist for Reuters Breakingviews, provides a look at European sovereign debt.
- Higher Yields, Headwinds for Stocks Make 2023 Year of the Bond
Bloomberg explains why it thinks corporate bonds will perform well in 2023.
- Finally, Good News: Why Bonds Should Do Well In 2023
Larry Light, a financial journalist for The Wall Street Journal, Business Week, and Forbes. An opinion piece on what will push bond performance in 2023.
- If it doesn’t trade, is it really marketable debt?
- Alternatives
- Currencies
- How Countries Should Respond to the Strong Dollar
Gita Gopinath and Pierre-Olivier Gourinchas of the IMF give their opinions on what is driving US dollar growth and what countries can do.
- Outlook 2023: Foreign exchange traders might actually have to earn their keep
Mark Sobel, US Chair of OMFIF, reviews the factors that may cause the USD to decline.
- How Countries Should Respond to the Strong Dollar
- Emerging Markets
- Russia/Ukraine and the World: Fog of War?
Sir Adam Thomson, former UK Ambassador to NATO, the UN, Pakistan and former senior UK rep to Moscow, Washington, New Delhi; Meral Karasulu, Invesco Director of FI Research; and Arnab Das, Invesco Global Macro Strategist,collaborated to pull together this deep dive on scenarios, macro and market implications of the Russia/Ukraine crisis. They explore the motivations behind the crisis, how further realignment in the balance of power and geopolitical / geo-economic relations in the world may occur over the longer term, and how developed and emerging markets economies will shift policies in confronting risk.
- Emerging market governments raise $40bn in January borrowing binge
Financial Times, A look at brightening sentiment for Emerging Markets in 2023
- Outlook 2023: Emerging markets are not out of the woods
Nikhil Sanghani, Managing Director, Research, OMFIF, highlights restrictive policies, debt concerns for some countries, and political risks rising due to elections.
- Russia/Ukraine and the World: Fog of War?
- Commodities
- What to watch in commodities in 2023
Economist Intelligence Unit (EIU).
- Commodities 2023: Metals market watchers upbeat on 2023 price, demand prospects after sluggish start
S&P Global’s view on metals.
- SHORT-TERM ENERGY OUTLOOK
The US Energy Information Administration’s latest outlook for oil markets.
- Oil Market Report - December 2022
The IEA (International Energy Association) latest oil market report (December 2022).
- What to watch in commodities in 2023
- Cryptocurrencies and digital ecosystem developments
- What Is Web3 Good For?
This article considers how web3 (blockchain) technologies could help to resolve the problem of balancing security vs privacy.
- Blockchain-based financial applications could help increase the competitiveness of the City
This article considers how blockchain can increase financial competitiveness and help embed the most complex business logic enhancing trading possibilities.
- Crypto and blockchain industries desperately need a win in 2023
Lewis McLellan, Editor of the Digital Monetary Institute, OMFIF. This article considers the changes that the big crypto players, such as Binance, will need to make in terms of risk management and the return of truly public blockchain models.
- What Is Web3 Good For?
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