The Zurich Investment Outlook is produced twice yearly by the team at Zurich Investments, based in Dublin, Ireland. This publication provides an in-depth insight into our current thinking and positioning, and expands on the reasons behind our economic views.
To support you with any discussions or reviews you'll be undertaking with your clients, you can download the latest Investment Outlook document titled 'Pivotal year ahead' and a shorter snapshot version. You can find both of these documents and a link to our Investment Outlook webinar below. We hope that you will find this information useful and if you have any questions or feedback please do not hesitate to contact your Zurich Broker Consultant.
As we look forward to 2023, we maintain a preference for equities over other asset classes. The prevailing market consensus is that inflation has now peaked, and that rates will therefore peak by the middle of 2023. Attention will now shift to the consequences of these higher rates and the impact that may be felt in relation to economic growth.
The consensus view is that a recession will occur in 2023, if not globally, at least within Europe and much of the developed world. However, the depth, or severeness of this recession is still very much up for debate.
We hope you had a chance to dial into our recent webinar where David Warren, Chief Investment Officer at Zurich Investments was joined by colleagues Philip Duggan and Anthony Conroy to review 2022, and discuss their view of where 2023 may take investment markets. If you missed it, don't worry, you can catch-up with a recording.
Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland. Telephone: 01 283 1301 Fax: 01 283 1578 Website: www.zurich.ie Zurich Life Assurance plc is regulated by the Central Bank of Ireland.
