We examine the performance of various asset classes, including global and international equities, the dollar, commodities, and fixed income during global slowdowns. Based on historical norms, a moderate global slowdown has already been priced into most asset classes, but not a severe global recession. We maintain our view that we are in a moderate global slowdown, however the risk of severe recession is likely to rise in 2023.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.