Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
M&G believes we are ready and positioned for 2023. More importantly, they continue to hunt for the ‘known unknowns’ hoping to shed a speck of light on the ‘unknown unknowns’.
In this quarterly thematic review, we will look at the space and analyse the fourth quarter, as well as the full 2022 through the lens of performance, flows, and new launches.
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics to diverge from the rest of the world, led by China’s long-awaited economic reopening.
As the investment landscape continues to shift, active fixed income offers investors many ways to seize attractive opportunities in 2023 – while mitigating risks.
After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation, rates, and recession risk across developed markets in 2023.