摩根士丹利-2023年全球宏观预测报告（英）-63页

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摩根士丹利-2023年全球宏观预测报告-63页
2023 Global Strategy Outlook
The Year of Yield
Less growth, inflation, and policy tightening mean the US dollar peaks and high grade bonds and EM outperform. US stocks, HY, and metals lag. It's a good year for 'income' investing.
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Contents
5 Cross-Asset Strategy: Respect Sequencing,Embrace Income
11 Top Trades Across Asset Classes
12 Global Equities: Still Finding a Trough, but EM and Japan Leading the Way Up
18 G10 Rates: A Countertrend Rally Awaits
22 FX: The Fever Breaks...and So Does USD
25 Global EM Fixed Income: Time for a Rebound
28 Global Credit: Banking on Income
32 Global Securitized Products: The Price Is Right
36 Munis: Positioning for the Turn
37 Commodities: A Third Year of Outperformance?
40 Global Volatility: Ahead of the Cycle
41 Global Quant: Diversify Through the Transition
44 Sustainability: Impact and Alpha in Focus
47 What We Debated
48 How Consistent Are Our Forecasts?
49 Expected Returns and Risk/Reward
50 Morgan Stanley Key Economic Forecasts
51 Morgan Stanley Global Currency Forecasts
52 Morgan Stanley Government Bond Yield/Spread Forecasts
53 Valuation Methodology and Risks

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