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Investment Outlook: Tough times – higher potential
We foresee a recession during 2023, followed by a more positive economic outlook in 2024 and beyond. Combined with reasonable asset valuations and a cautious attitude among investors, we believe it is still reasonable to maintain a largely neutral risk level. However, our portfolios include some reallocations since our last Investment Outlook.
You can download the full report, read summary and more on seb.se