新年伊始，整理了一份全球主要投行和投资机构2023年度展望报告合集，以飨读者。

* 阅读方法：由于公众号不支持外链，需将段落‘@’下方原始链接地址逐一复制粘贴至浏览器。

* 风险提示：本文不代表本人观点，亦不构成任何投资建议。

· Enjoy it · 

 Goldman Sachs 

‘This Cycle Is Different’

@

https://www.goldmansachs.com/insights/pages/gs-research/macro-outlook-2023-this-cycle-is-different/report.pdf

 J.P. Morgan 

‘A bad year for the economy, a better year for markets’

@

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/mi-investment-outlook-ce-en.pdf

 Morgan Stanley 

‘Applying the Lessons of a Turbulent Year to 2023’

@

https://www.morganstanley.com/im/publication/insights/articles/article_2023investmentoutlook_enin.pdf

 Bank of America 

‘Back to the (new) future’

@

https://about.bankofamerica.com/en/making-an-impact/outlook-2023-webcast

 BlackRock 

‘A new investment playbook’

@

https://www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2023.pdf

HSBC 

‘Looking for the Silver Lining’

@

https://www.privatebanking.hsbc.com/content/dam/privatebanking/gpb/wealth-insights/investment-insights/house-views/2023/brochure/Q1%202023%20Investment%20Outlook%20-%20Looking%20for%20the%20Silver%20Lining%20-%20Brochure.pdf

 Barclays 

‘Living with shock and awe’

@

https://www.cib.barclays/our-insights/3-point-perspective/q1-2023-global-outlook.html#:~:text=2023%20may%20well%20be%20one,3.2%25%20growth%20expected%20for%202022

 NatWest 

‘The Balance of Power’

@

https://www.natwest.com/corporates/insights/markets/the-year-ahead-2023.html

 Citi 

‘Portfolios to anticipate opportunities’

@

https://www.privatebank.citibank.com/newcpb-media/media/documents/outlook/outlookwealthreport2023.pdf

UBS 

‘Calm waters turn choppy’

@

https://www.ubs.com/global/en/assetmanagement/insights/investment-outlook/panorama/panorama-end-year-2022/articles/calm-waters.html

Credit Suisse 

‘A fundamental reset’

@

https://data.stagingmag.nl/2763/issues/39432/494150/downloads/2209270_cs_io_2023_en_rgb_digital.pdf

 BNP Paribas 

‘Investing in an age of transformation’

@

https://docfinder.bnpparibas-am.com/api/files/37CB6B30-A48A-45F6-B2E4-CCC5927F434C

 Deutsche Bank 

‘Resilience versus recession’

@

https://www.deutschewealth.com/content/dam/deutschewealth/cio-perspectives/cio-insights-assets/q1-2023/CIO-Insights-Outlook-2023-Resilience-versus-recession.pdf

 ING 

‘May he live in interesting times’

@

https://think.ing.com/uploads/reports/ING_global_outlook_2023_Dec_2022_OT.pdf

 Wells Fargo 

‘Recession, recovery, and rebound’

@

https://www08.wellsfargomedia.com/assets/pdf/personal/investing/investment-institute/2023-outlook-report_ADA.pdf

BNY Mellon 

‘Looking through to recovery’

@

https://www.bnymellonwealth.com/content/dam/bnymellonwealth/pdf-library/articles/Final_BNYM2023OutlookMaster12_20_22.pdf

Fidelity International 

‘Navigating the polycrisis’

@

https://professionals.fidelity.co.uk/static/master/media/pdf/outlook/annual_outlook_2023.pdf

 Lazard 

@

https://www.lazardassetmanagement.com/au/en_us/references/media/2022/global-outlook-2023

 Apollo Global Management, Inc. 

@

https://www.apollo.com/~/media/Files/A/Apollo-V3/documents/2023-apollo-economic-and-capital-markets-outlook-white-paper.pdf

WISH YOU LUCK 

@2023