Global Equities Outlook: A garden of forking paths

Virginie Maisonneuve

06/09/2023

As we move towards the final quarter of 2023, we are faced with three key questions for the remainder of the year and beyond. First, how pronounced will divergence in markets and economic performance be – mainly between Europe and the US, and also between China and the rest of the world. Second, what will be the impact of the rising cost of debt, both for the corporate world and governments? And third, what will come next? Of course, the overriding consideration for us is what the impact of these issues will be for equity markets and investors.

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