Outlooks 2023

Deixo vários outlooks das gestoras para 2023:

Goldman Sachs https://lnkd.in/eKzF_2K4

J.P. Morgan https://lnkd.in/eHb6-622

Morgan Stanley https://lnkd.in/e2nAMjmM

Bank of America https://lnkd.in/e8XFD8TW

BlackRock https://lnkd.in/eYxCBRGj

HSBC https://lnkd.in/eNfBiJvH

Barclays https://lnkd.in/eRT4dsFY.

NatWest https://lnkd.in/euftbUw6

Citi https://lnkd.in/eXwA-Y4X

UBS https://lnkd.in/exudCU6V

Credit Suisse https://lnkd.in/e4CEK5NZ

BNP Paribas https://lnkd.in/ec4hWEdm

Deutsche Bank https://lnkd.in/eAWCSV_7

ING https://lnkd.in/eNpdmVH8

Apollo Global Management, Inc. https://lnkd.in/ewwq_62M

Wells Fargo https://lnkd.in/euMkQnKE

BNY Mellon https://lnkd.in/ezMfVgND

Fidelity International https://lnkd.in/eJwK6tVx

Lazard https://lnkd.in/eku-xhqp

Juntar tudo, fazer a média e depois escolher o total oposto desses outlooks 😆 😈 😎

D@vid escreveu:

Deixo vários outlooks das gestoras para 2023:

Goldman Sachs https://lnkd.in/eKzF_2K4

J.P. Morgan https://lnkd.in/eHb6-622

Morgan Stanley https://lnkd.in/e2nAMjmM

Bank of America https://lnkd.in/e8XFD8TW

BlackRock https://lnkd.in/eYxCBRGj

HSBC https://lnkd.in/eNfBiJvH

Barclays https://lnkd.in/eRT4dsFY.

NatWest https://lnkd.in/euftbUw6

Citi https://lnkd.in/eXwA-Y4X

UBS https://lnkd.in/exudCU6V

Credit Suisse https://lnkd.in/e4CEK5NZ

BNP Paribas https://lnkd.in/ec4hWEdm

Deutsche Bank https://lnkd.in/eAWCSV_7

ING https://lnkd.in/eNpdmVH8

Apollo Global Management, Inc. https://lnkd.in/ewwq_62M

Wells Fargo https://lnkd.in/euMkQnKE

BNY Mellon https://lnkd.in/ezMfVgND

Fidelity International https://lnkd.in/eJwK6tVx

Lazard https://lnkd.in/eku-xhqp

Obrigado pela partilha.

Fica a nota do Barclays :

Despite 2022’s drawdown, our analysts believe that global equity markets have room to drop further. They observe that US stocks tend to bottom out 30-35% below peak in the middle of a recession. That suggests fair value of 3200 on the S&P500 sometime in H1 23. European valuations look more reasonable, but that is offset by a considerably worse macro outlook than in the US.

Um resumo de algumas casas:

https://eco.sapo.pt/2023/01/03/onde-inv ... o-em-2023/

D@vid escreveu:

Um resumo de algumas casas:

https://eco.sapo.pt/2023/01/03/onde-inv ... o-em-2023/

Os informes enviados foram uma boa leitura (de quase um dia inteiro).
É curioso que muitas casas de investimento se abstiveram de fazer projecco~es para o S&P500 no final de 2023.
Um ponto que é comum aos informes que recomendam investir em bonds em 2023, dada a incerteza. Um pouco como já nos tinhas recomendado no post anterior.
Anexo alguns print screens de 2 casas:
ING fala no PIVOT da FED em 2023, enquanto Goldman Sachs apresenta os rate hikings, afirmando que o pivot acontecerá em 2024, a ver vamos. Obrigado pelo envio dos informes.