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European Outlook: Less Downside Now, But Caution Still Warranted European Outlook: Less Downside Now, But Caution Still Warranted Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.
Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.
ECB Hikes, and Indicates Higher Rates Coming ECB Hikes, and Indicates Higher Rates Coming The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain.