The Big Question: 12 female investors on what is the outlook for recession in 2023 and how to allocate for it?

International Women's Day

To mark International Women's Day 2023, Investment Week spoke to 12 women fund managers, analysts and CIOs on their outlooks on recession this year, and how they were investing for that view.

Olivia Markham, co-manager of BlackRock World Mining trust While there is a possibility of a recession in 2023 as a consequence of the recent macroeconomic headwinds the global economy has faced, there is scope for the economic backdrop to improve if we move past the peak of interest rate rises and inflation continues to fade. The reopening of China's economy should lead to increased demand for mined materials. Furthermore, demand for the commodities required for the transition to net zero to continue to grow, while supply remains constrained. Mining companies have some of the stronge...