Investors Look to Capture Big Market Shifts - Portfolio Repositioning in 2023

In 2022, investors were ‘caught between a rock and a hard place’, with both global equities and bonds declining against the surge in inflation, waning economic growth, geopolitical tensions, as well as monetary tightening conditions. 2023 starts the year with slower global economic growth, softening inflation and greater opportunities as investors position for a new regime.

Join this webinar where BlackRock and MSCI experts share insights on how factor indexes, country allocation and thematic investing can help investors capture medium/long-term opportunities in light of the current environment. 

Agenda topics:

• Key investment themes for 2023 
• Asset allocations (across regions, sectors, factors, thematics, and ESG & Climate)
• Emerging opportunities arising from the de-coupling of EM regions