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September 2022

Global View: 4th Quarter 2022

In this issue of the Global View, we present our long-term outlook for the global economy and our return expectations for various financial assets. We also lay out our forecasting methodology, providing fascinating insights into the way we derive forecasts for various asset classes. We start with our outlook for economic growth, inflation and monetary policy. From there, we arrive at yield forecasts for government and corporate fixed-income instruments, which then lead to our forecasts for equity and foreign exchange markets. Finally, we have conducted a roundtable interview with our CIO Office, where we discuss how these forecasts are incorporated in our investment strategy and portfolio optimization.
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