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Research and insights > ISA Outlook 2023
Macro and capital markets

ISA Outlook 2023

December 6, 2022

The global economy in general – and real estate markets in particular – are currently in the throes of an acute episode with pressure coming from every direction.

Eventually, we expect post-COVID-19 pressures such as inflation, supply chain issues and large fiscal stimulus to settle and a new normal to emerge. It’s just a question of “when?”

In this year’s edition, we seek to look through the current acute period of volatility and uncertainty, to discuss our view of likely outcomes and scenarios to consider, key themes for investing and real estate strategy recommendations that we expect to be resilient across the range of conceivable macro environments.

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