Minerva Investment Management Society

Investment Outlook

Global Outlook - December 2023

· Investment Research

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Summary

Our latest report from the Investment Research division is structured in two distinct sections. The first section delivers an in-depth analysis of the global markets, covering macroeconomic trends, geopolitical events, and recent developments that are shaping market dynamics.

In the second section, our analysts delve into a detailed examination of different asset categories, across various regions. This includes an extensive look at fixed income, equities, currencies, and commodities. The report offers a perspective on the relative appeal of these asset classes, detailing exposure preferences.

Authors

  • Lorenzo De FeliceHead of Investment Research
  • Angelo TruonoCo-Head of Investment Research
  • Marco NeriFixed Income Strategist, Lead
  • Giorgio GusellaFX & Commodities Strategist, Lead
  • Luca NatalucciEquities Strategist, Lead
  • Giovanni PorporinoFixed Income Strategist
  • Marco CacciaFixed Income Strategist
  • Francesco SantoroFX & Commodities Strategist
  • Giovanni FrancescatoFX & Commodities Strategist
  • Bartu ŞenEquities Strategist
  • Maddalena SalteriniEquities Strategist
  • Nicolas CarloneEquities Strategist
  • Zhang PengchengEquities Strategist

Details

Published
12 December 2023
Division
Investment Research
Type
Investment Outlook
Pages
13
Authors
13

Cite this report

Minerva Investment Management Society (2023). Global Outlook - December 2023. Investment Research. https://minervaims.org/archive/global-outlook-december-2023

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