Блог им. VladimirKiselev

📚Обзоры мировых инвестбанков на 2023 год

📚Обзоры мировых инвестбанков на 2023 год

“This cycle is different” — Goldman Sachs (все части)

“A bad year for the economy, a better year for markets” — JPMorgan

“Applying the lessons of a turbulent year to 2023” — Morgan Stanley

“Inflation peaks, growth slows” — Morgan Stanley

“Back to the (new) future” — Bank of America

“A new investment playbook” — BlackRock

“Sequencing several pivots” — Société Générale

“Keep calm and carry on” — Allianz

“Looking for the silver lining” — HSBC

“Next year will be a long, hard slog” — Barclays

“Roadmap to recovery” — Citi Wealth

“Calm waters turn choppy” — UBS

“A fundamental reset” — Credit Suisse

“Investing in an age of transformation” — BNP Paribas

“Resilience versus recession” — Deutsche Bank

“May he live in interesting times” — ING

“Navigating a bumpy landing” — State Street

“Recession, recovery, and rebound” — Wells Fargo

“Looking through to recovery” — BNY Mellon

“Navigating the polycrisis” — Fidelity International

“2023 investment outlooks” — Invesco

“No easy way out” — S&P Global

“Vanguard economic and market outlook for 2023” — Vanguard

“Will the global economy tip into recession?” — Capital Group

“Feeling the squeeze” — Nordea

“Investing through shifting macro perspectives” — PGIM

“Things that won’t happen in 2023” — TS Lombard

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