Lesley & Steve on our 2023 Outlook: The Blue Book
The Invested · mackenzieinvestments
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Show Notes
In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.
Together, they take a deeper dive into Mackenzie’s Blue Book, which provides a near-term outlook on what 2023 holds for investors.
Learn by Key Topics:
(0:58) Looking back at 2022
(3:44) The 3 Themes for 2023
(7:34) Outlook on recession
(21:36) Recession & job markets
(25:22) Outlook on China & global impacts
(27:53) Recession in Europe
(33:25) Thoughts on Equity Markets for 2023
(41:06) Views on Fixed Income for 2023
(47:11) Our confident and uncertain predictions
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