The 2023 Game Plan

2023 will be a year of two halves. In the first phase, risk assets are likely to experience a volatile bottoming process, followed by a broad recovery in the second phase as the world moves past peak Federal Reserve hawkishness. We also keep a watchful eye on the interest rate environment, the US dollar and China, an outlier whose growth outlook has turned incrementally positive. As the interplay of inflation and central bank intervention continue to shape the story of economic growth for 2023, how will geopolitics, climate risk and monetary policy converge, and more importantly, how should investors position themselves for the challenges ahead? Speakers: Jean Chia Chief Investment Officer (CIO) & Head, Portfolio Management & Research Office (PMRO), Bank of Singapore Eli Lee Head of Investment Strategy, Bank of Singapore Mansoor Mohi-uddin Chief Economist, Bank of Singapore