Our quarterly outlook is based on the Ortec Finance Economic Scenario Generator and offers our perspective on recent developments in the global economy and capital markets and what these mean for the future.
Gain expert insights into future economic and financial market developments with our Q1 Economic Outlook.
Get the latest news and an in-depth analysis of the key drivers of risk and return.
Q1 2023 Quarterly Outlook
The Q1 Quarterly Outlook – Stuck between high inflation and financial instability? - describes the Ortec Finance economic outlook, based on information available at the end of March 2023.
Previous Quarterly Outlook
Interested in our previous quarterly outlook? Download the Q4 2022 Quarterly Outlook here.
01 June 2023
Welcome to the Ortec Finance Goals-Based Investing Podcast!
Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.
Why stocks could be in the red this year and what to do about it
It hasn’t been since 2000 and 2001 that U.S. stock markets lost money in two consecutive years, but it’s something that could potentially happen again this year. Ortec’s modelling is pointing to negative equity returns over the next 12 months as the most likely market scenario. Pension funds with tactical or dynamic allocations at their disposal may want to temper their risk and consider fixed income instead.
Ortec Finance discusses with Responsible Investor on why high-quality climate data is essential for investors to map progress toward emission reduction goals and enable a successful transition to net-zero.
The Railways Pension Scheme is one of the UK’s largest and longest established pension funds. Our client case story highlights how we’ve enabled Railpen to take a holistic view of investments across multiple asset classes through our partnership with Burgiss.