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Last year was unusual in market participants proving quite prescient in predicting U.S. interest rates. Paradoxically, that probably makes a repeat in 2023 less likely.
Younger investors might have been caught off guard by the recent outperformance of European stocks versus their U.S. peers. We think it may well continue.
By: Björn Jesch
Our monthly market analysis and positioning
In 2023, occasionally looking at an issue through pre-2010 paradigms might be quite helpful. Yields on German government bonds are a case in point.
With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.
Even if this year's extreme developments do not recur in 2023, there will be no lack of challenges. But investors at least have more possibilities as bonds revive.
All forecasts at a glance
Expectations are high for the Party Congress. Companies and investors hope to get hints on potential Covid policy changes and support for the ailing real estate sector.
The bond sell-off and aggressive monetary policy allow for a new look at the segment
The danger of recession is more evident now in market valuations but not in earnings forecasts
