В этом посте мы постарались собрать в одном месте прогнозы локальных и мировых инвесткомпаний на 2023 год, в том числе по нашему казахстанскому рынку. К сожалению, наш рынок освещается только в обзорах от Jusan Invest и Freedom Broker. Но это лучше, чем ничего.
Если у вас есть ссылки на обзоры, которых здесь не хватает, напишите об этом в комментарии.
Приятного чтения!
На русском языке:
"Инвестиционная стратегия на 1-е полугодие 2023 года" - Jusan Invest
https://insights.jusaninvest.kz/storage/h0Se2gk1RhkxQEkgQ7NgWv2huicNUZOORyMPF6qh.pdf
"В ожидании рассвета" - Центр аналитики и экспертизы ПСБ
https://rusbonds.ru/rb-docs/analytics/PSB__Stocks_3012_.pdf
"Стратегия 2023" - Альфа Групп
https://rusbonds.ru/rb-docs/analytics/Alfa_Equity_Rus_2022_12_29.pdf
"РЫНОК АКЦИЙ США" - Синара
https://rusbonds.ru/rb-docs/analytics/Sinara_USA_2022-12-29_.pdf
"РЫНОК АКЦИЙ РФ" - Синара
https://rusbonds.ru/rb-docs/analytics/Sinara_Other_2022-12-22_.pdf
"Рынок акций США. Стратегия 2023" - БКС
https://bcs-express.ru/novosti-i-analitika/rynok-aktsii-ssha-strategiia-2023
"Российский рынок акций" - БКС
https://researchlinks.bcsgm.com/reports/Desk%20Note/BCS%201Q%20Strategy_211222_RUS.pdf
"Инвестиционные перспективы 2023 года" - Freedom Broker
https://rusbonds.ru/rb-docs/analytics/FfinKZ_investresearch_2612.pdf
"Стратегия на российском рынке акций 2023" - Доход
https://www.dohod.ru/analytic/research/strategy/strategiya-na-rossijskom-ryinke-akczij-2023
"Чего ждать от 2023 года?" - Тинькофф Инвестиций
https://www.tinkoff.ru/invest/research/strategy/2022-december/
На английском языке:
“This cycle is different” — Goldman Sachs
Все части Goldman Sachs
https://www.goldmansachs.com/insights/pages/2023-outlooks/
“A bad year for the economy, a better year for markets” — JPMorgan
"2023 Long-Term Capital Market Assumptions" - JPMorgan
"Outlook 2023: See the potential" - JPMorgan
https://assets.jpmprivatebank.com/content/dam/jpm-wm-aem/documents/en/investing/outlook-2023.pdf
“Applying the lessons of a turbulent year to 2023” — Morgan Stanley
“Inflation peaks, growth slows” — Morgan Stanley
https://www.morganstanley.com/ideas/global-macro-economy-outlook-2023
“Back to the (new) future” — Bank of America
https://about.bankofamerica.com/en/making-an-impact/outlook-2023-webcast
“A new investment playbook” — BlackRock
https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2023.pdf
“Sequencing several pivots” — Société Générale
https://insight-public.sgmarkets.com/insights/multi-asset-portfolio-outlook-2023
“Keep calm and carry on” — Allianz
https://www.allianz.com/en/economic_research/publications/specials_fmo/global-economy-outlook.html
“Looking for the silver lining” — HSBC
“Next year will be a long, hard slog” — Barclays
“Roadmap to recovery” — Citi Wealth
“Calm waters turn choppy” — UBS
“A fundamental reset” — Credit Suisse
https://data.stagingmag.nl/2763/issues/39432/494150/downloads/2209270_cs_io_2023_en_rgb_digital.pdf
“Investing in an age of transformation” — BNP Paribas
https://docfinder.bnpparibas-am.com/api/files/37CB6B30-A48A-45F6-B2E4-CCC5927F434C
“Resilience versus recession” — Deutsche Bank
“May he live in interesting times” — ING
https://think.ing.com/uploads/reports/ING_global_outlook_2023_Dec_2022_OT.pdf
“Navigating a bumpy landing” — State Street
https://www.ssga.com/library-content/pdfs/gmo-2023-navigating-a-bumpy-landing.pdf
“Recession, recovery, and rebound” — Wells Fargo
“Looking through to recovery” — BNY Mellon
“Navigating the polycrisis” — Fidelity International
https://professionals.fidelity.co.uk/static/master/media/pdf/outlook/annual_outlook_2023.pdf
“2023 investment outlooks” — Invesco
https://www.invesco.com/middle-east/en/insights/investment-outlooks.html
“No easy way out” — S&P Global
https://www.spglobal.com/ratings/en/research-insights/topics/outlook-2023
“Vanguard economic and market outlook for 2023” — Vanguard
“Will the global economy tip into recession?” — Capital Group
https://www.capitalgroup.com/advisor/insights/categories/outlook.html
“Feeling the squeeze” — Nordea
https://docs.nordeamarkets.com/nordea-economic-outlook/economic-outlook-2022/eo-en-03-2022/?page=12
“Investing through shifting macro perspectives” — PGIM
https://www.pgim.com/investments/getpidoc?file=DF1B2252A93C42328E3C0AF5BC12455E
“Things that won’t happen in 2023” — TS Lombard
https://blogs.tslombard.com/things-that-wont-happen-in-2023
"Economic and Market Outlook 2023" - Zurich
"Market Outlook 2023" - Santander
"The Age of Confusion" - Robeco
https://www.robeco.com/en-int/themes/expected-returns/2023-2027#2kcuTWKM6zwqfJdJRrAWFe
"Global Economic Outlook" - KPMG
https://assets.kpmg/content/dam/kpmg/uk/pdf/2022/09/global-economic-outlook.pdf
"After the Gold Rush" - Natixis
https://www.im.natixis.com/uk/resources/institutional-investor-survey-2023-outlook-doc
"Global Outlook 2023" - ABN Amro
"Outlook 2023-2024" - Investment Managers
https://cloud.mail.ru/public/Gyct/uCrqXLZyk
"2023 Investment Outlook" - Amundi
https://research-center.amundi.com/article/2023-investment-outlook-some-light-investors-after-storm
"Outlook 2023" - Barclays
"2023-24 Outlook" - UniCredit