Will fundamentals replace data as the market driving force?

What to watch for in 2023

clock • 5 min read

All eyes remain on the data as we approach 2023 but we are expecting fundamentals to become more influential as the year unfolds.

Fixed income investors must remain flexible in their thinking and dynamic in their positioning to get the most out of the new year's markets. 2023 Macro watchpoints US Inflation was the headline topic for 2022 and its prominence will not diminish as the calendar year turns. However, we expect the mood to shift. The consensus expectation is that US inflation has peaked and should begin to ease - with this view supported by the 7.7% October CPI number, which showed the smallest 12-month increase since January and a sharp drop from September's 8.2% figure. As I write this piece...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read
Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund

Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund

Performance review of multi-asset funds

Paul Ilott, Scopic Research
clock 18 October 2024 • 4 min read
Robeco bolsters multi-asset offering with launch of Flexible Allocation strategy

Robeco bolsters multi-asset offering with launch of Flexible Allocation strategy

Fourth multi-asset strategy

Linus Uhlig
clock 25 September 2024 • 1 min read
Trustpilot