With a turbulent 2022 for stock markets now in the rear-view mirror, this week Sarodh Ramkhelawan discusses the potential direction of equity markets in the year ahead. Several prevailing themes in 2022 are likely to continue influencing market sentiment and direction in the early stages of 2023, with conditions evolving in the latter half of the year. We discuss possible drivers of the investment environment in 2023 and provide an outlook on the various market sectors, given that some themes continue to persist in the markets. Finally, we share some insight on how investors could position their stock portfolio to best manoeuvre the tenuous economic environment.
