Outlook 2023

Every year we take a joint look at the future. We look at a number of themes that may significantly impact the economy and the financial markets.

Four potential long-term scenarios
In addition to the outlook for 2023, Van Lanschot Kempen has set out four potential long-term scenarios for the global economy (based on a 10-year cycle). The scenario we think most likely to occur is the Expected scenario. There are also three alternative scenarios: widespread regionalisation, Faster climate change and Techno-optimism.

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Outlook 2023: six economic forecasts
1. Europe will enter into a recession
2. The US will (just about) avoid an economic contraction
3. China will no longer achieve its own ambitions for growth
4. Fears of 1970s-style stagflation are premature
5. Differences in Eurozone country bond yields will (eventually) be brought under control
6. Calm will return to the UK interest rate markets

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Have you thought about the economic potential the coming year could bring?

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Disclaimer

The views expressed in this document may be subject to change at any given time, without prior notice. Kempen Capital Management N.V. (KCM ) has no obligation to update the contents of this document. As asset manager KCM may have investments, generally for the benefit of third parties, in financial instruments mentioned in this document and it may at any time decide to execute buy or sell transactions in these financial instruments.

The information in this document is solely for your information. This article does not contain investment advice, no investment recommendation, no research, or an invitation to buy or sell any financial instruments, and should not be interpreted as such. This document is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied on as such.

The views expressed herein are our current views as of the date appearing on this document. This document has been produced independently of the company and the views contained herein are entirely those of KCM.

KCM is licensed as a manager of various UCITS and AIFs and to provide investment services and is subject to supervision by the Netherlands Authority for the Financial Markets.