{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Markets","title":"Market Outlook Mid-Year 2023","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8cdaa659\"></iframe>","width":"100%","height":180,"duration":1108,"description":"2023 was meant to be the year in which we witnessed a major cool-down but this has not played out quite as expected. So, what is on the cards now?In this episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2023’, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research in Asia, talk to Bernadette Anderko about the stalling of the cool-down, their expectations now regarding growth and inflation, and how they see the markets playing out in the second half of the year.0:32 Introduction1:05 Inflation and interest rate outlook2:52 US recession likelihood3:44 De-dollarisation vs Diversification4:41 Currency outlook5:40  Equity strategy – developed markets6:39 Equity strategy – emerging markets8:36 Japan9:26 Next generation opportunities11:01 Fixed income – likes and dislikes14:06 Commodities15:13 Final comments","thumbnail_url":"https://img.transistorcdn.com/11BnEfZU7rka4GVHoUpqhWArVzb8RoTTrwhLaXT0-wM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5NzI2LzE2MTY1/NzYyNDItYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}