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Principal Asset Management at the 2023 Milken Institute Global Conference

Our experts were featured as panelists alongside some of the world’s most respected and influential minds at this year’s Milken Global Conference. Check out their session replays and written recaps to get the latest on factors impacting the investment landscape and portfolios.

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Global Asset Allocation Viewpoints

Our quarterly investment outlook highlights the themes and investment implications for the period ahead.

Global Asset Allocation Viewpoints
2Q 2023

Navigating increasingly unstable markets

The risk of central bank driven financial stress, resulting in bank deposit outflows, rising bank funding costs, and sharp retrenching of lending has raised the odds of a hard landing. Yet, if financial stress fears prompt central banks to end their tightening cycles prematurely, there will be higher risk of an inflation resurgence and even more aggressive rate hikes later down the line, also raising the odds of a hard landing. Ultimately, financial conditions will tighten further—either via additional central bank tightening as they try to tame inflation, or via tightening credit conditions.

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