Economic and market outlook
Gain expert perspective on the potential risks and opportunities ahead in the latest economic outlook published by our global Chief Investment Office (CIO).
Our latest reports

CIO Insights quarterly report
Inflation remains sticky: our Q2 2023 update
Our latest CIO Insights quarterly provides an update on our economic and investment outlook for the second quarter of 2023 and beyond.
Mar. 22, 2023

CIO Insights quarterly report
Annual outlook 2023: Resilience versus recession
Our annual outlook considers how slower economic growth in 2023 will not necessarily translate into weaker financial markets and how investors might position their portfolios for the opportunities ahead.
Dec. 14, 2022

CIO Insights quarterly report
Under pressure: our Q4 2022 update
Our latest CIO Insights quarterly provides an update on our economic and investment outlook for the final quarter of 2022 and beyond.
Sep. 13, 2022

CIO Insights quarterly report
Keep a firm hold: our Q3 2022 update
Our latest CIO Insights quarterly provides an update on our economic and investment outlook for the second half of 2022 and beyond.
Jun. 15, 2022

CIO Insights quarterly report
Weathering many storms: our 2022 update
Our new CIO Insights quarterly update provides an economic and investment outlook on our 10 themes for 2022.
Mar. 31, 2022

CIO Insights quarterly report
Annual Outlook 2022: No quick fixes
Our Annual Outlook considers whether we should view 2022 as a transition year, enabling investors to position portfolios for the challenges ahead.
Dec. 14, 2021

CIO Insights quarterly report
Our key investment themes: 2021 update
• Technology • Demography • Sustaining the world we live in
Oct. 04, 2021
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