Our Outlook for 2023
Investing for 2023 and beyond
The year 2023 will see the continuation of the great transformation as major powers further deploy their geo-economic strategies. Unfortunately, most investors are not accustomed to this economic or financial market backdrop, nor are most policymakers. Indeed the year ahead will yet again be extraordinary and unpredictable and a year full of statecraft.
Keep in mind that 2023 is not just another year. This year is a hugely significant as it will set the stage for 2024, a year with major elections across each region, including in Taiwan and the United States.
When the macro environment becomes highly uncertain and unpredictable, the investment strategy must focus on what is most predictable. Turbulent times require strong and transparent leadership. Therefore, investors must make sure to hold quality assets. Indeed, quality assets exist across all regions and sectors.
Our Outlook for 2023 addresses these questions and more.