Global Wealth & Investment View Q3 2023
Your look into the most important investor insights for the quarter
Welcome to the Global Investment View Q3
The Global Investment View distils the thinking of the Global Investment Strategy Group that brings together the insights of Investec Wealth & Investment’s professionals in the UK, South Africa and Switzerland. The Group meets quarterly to map out our outlook over the following 18 months, setting a risk budget and identifying some of the potential icebergs that lie in the global investor’s path.
The Fed and European Central Bank (ECB) remain hawkish and seem willing to err on the side of causing a material slowdown in growth”
Executive view of the quarter
The GISG maintains its global risk budget score (-0.5 on a scale of +3 to -3), while the SA risk score has also been maintained, at +0.5
Click here to download the Executive Summary Q3 2023.
Read the full report for Q3
Find out why the Global Investment Strategy Group maintains its global risk budget score, while the SA risk score has also been maintained.