Institutional Investing / Market Outlook

Q3 2022 Global Markets Review & Outlook

Q3 again tested investorsโ€™ patience globally as a midyear rally gave way to new bear market lows late in September. However, we see many reasons to believe markets will shift positively as we move through Q4 and into 2023.

Inside, you will find a summary of market activity and our market outlook.

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  • Global Markets Look Primed to Recover: Global markets reflect well-known fears and the likelihood of severe economic problems above and beyond what is already priced in seems low. Meanwhile, positive economic factors continue to be largely ignored.
  • Dour Investor Sentiment Supports an Unexpected Recovery: Depressed sentiment, driven by concerns on inflation, global monetary policy, China’s lockdowns and a variety of other factors has significantly lowered investor expectations, allowing room for reality to exceed expectations, spurring a new bull market.
  • Global Markets Typically Reward US Political Gridlock: The incumbent party routinely loses power during midterm years, reducing political uncertainty and the likelihood of extreme legislation. Increased gridlock is largely underappreciated by investors and likely acts as a tailwind for global markets going forward.

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