新年伊始，整理了一份全球主要投行和投资机构2023年度展望报告合集，以飨读者。
* 阅读方法：由于公众号不支持外链，需将段落‘@’下方原始链接地址逐一复制粘贴至浏览器。
* 风险提示：本文不代表本人观点
· Enjoy it ·
Goldman Sachs
‘This Cycle Is Different’
@
https://www.goldmansachs.com/insights/pages/gs-research/macro-outlook-2023-this-cycle-is-different/report.pdf
J.P. Morgan
‘A bad year for the economy, a better year for markets’
@
https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/mi-investment-outlook-ce-en.pdf
Morgan Stanley
‘Applying the Lessons of a Turbulent Year to 2023’
@
https://www.morganstanley.com/im/publication/insights/articles/article_2023investmentoutlook_enin.pdf
Bank of America
‘Back to the (new) future’
@
https://about.bankofamerica.com/en/making-an-impact/outlook-2023-webcast
BlackRock
‘A new investment playbook’
@
https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2023.pdf
HSBC
‘Looking for the Silver Lining’
@
https://www.privatebanking.hsbc.com/content/dam/privatebanking/gpb/wealth-insights/investment-insights/house-views/2023/brochure/Q1%202023%20Investment%20Outlook%20-%20Looking%20for%20the%20Silver%20Lining%20-%20Brochure.pdf
Barclays
‘Living with shock and awe’
@
https://www.cib.barclays/our-insights/3-point-perspective/q1-2023-global-outlook.html#:~:text=2023%20may%20well%20be%20one,3.2%25%20growth%20expected%20for%202022
NatWest
‘The Balance of Power’
@
https://www.natwest.com/corporates/insights/markets/the-year-ahead-2023.html
Citi
‘Portfolios to anticipate opportunities’
@
https://www.privatebank.citibank.com/newcpb-media/media/documents/outlook/outlookwealthreport2023.pdf
UBS
‘Calm waters turn choppy’
@
https://www.ubs.com/global/en/assetmanagement/insights/investment-outlook/panorama/panorama-end-year-2022/articles/calm-waters.html
Credit Suisse
‘A fundamental reset’
@
https://data.stagingmag.nl/2763/issues/39432/494150/downloads/2209270_cs_io_2023_en_rgb_digital.pdf
BNP Paribas
‘Investing in an age of transformation’
@
https://docfinder.bnpparibas-am.com/api/files/37CB6B30-A48A-45F6-B2E4-CCC5927F434C
Deutsche Bank
‘Resilience versus recession’
@
https://www.deutschewealth.com/content/dam/deutschewealth/cio-perspectives/cio-insights-assets/q1-2023/CIO-Insights-Outlook-2023-Resilience-versus-recession.pdf
ING
‘May he live in interesting times’
@
https://think.ing.com/uploads/reports/ING_global_outlook_2023_Dec_2022_OT.pdf
Wells Fargo
‘Recession, recovery, and rebound’
@
https://www08.wellsfargomedia.com/assets/pdf/personal/investing/investment-institute/2023-outlook-report_ADA.pdf
BNY Mellon
‘Looking through to recovery’
@
https://www.bnymellonwealth.com/content/dam/bnymellonwealth/pdf-library/articles/Final_BNYM2023OutlookMaster12_20_22.pdf
Fidelity International
‘Navigating the polycrisis’
@
https://professionals.fidelity.co.uk/static/master/media/pdf/outlook/annual_outlook_2023.pdf
Lazard
@
https://www.lazardassetmanagement.com/au/en_us/references/media/2022/global-outlook-2023
Apollo Global Management, Inc.
@
https://www.apollo.com/~/media/Files/A/Apollo-V3/documents/2023-apollo-economic-and-capital-markets-outlook-white-paper.pdf
WISH YOU LUCK
@2023