Reflections on 2022 and Outlook for 2023...
In the first episode of the Complexity Premia podcast for 2023, we discuss a range of important developments including:
- Performance across all asset-classes in 2022, including equities, bonds, housing and others
- Outlook for returns in 2023 and the valuation mispricings we consider to be most attractive
- Review of our 2022 forecasts and what we expect from the macroeconomy and financial markets in 2023
You can listen on:
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