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I Disagree

17-11-2022 · Yearly outlook

2023 Outlook: Short-term pain, long-term gain

We believe 2023 will offer a considerable brightening of the return outlook for major asset classes. But we first need to brace for more pain in the short term. Stagflationary seasons are typically the toughest times for asset allocators to generate positive returns. This past year has been no exception, with very few places to hide for multi-asset investors. But this might all change in 2023 as we see three major peaks emerge: peak inflation, peak rates, and peak dollar.

Download the publication


    Authors

  • Colin Graham - Head of Multi Asset & Equity Solutions, Co-Head Investment Solutions

    Colin Graham

    Head of Multi Asset & Equity Solutions, Co-Head Investment Solutions

  • Peter van der Welle - Strategist

    Peter van der Welle

    Strategist

  • Rachel Whittaker, CFA - Head of SI Research

    Rachel Whittaker, CFA

    Head of SI Research

We know from experience that the last leg of a steep climb towards the peak can prove treacherous and markets often tend to overshoot here. That implies more discomfort as exhaustion and capitulation take hold. But brighter prospects will eventually follow.

Our 2023 outlook also digs deep into the world of sustainable investing. Climate change and biodiversity will still create headlines in the year ahead, but other topics will come to the fore as well – most prominently the cost-of-living crisis and income inequality.

Download the 2023 Outlook

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Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.