Mid-year investment outlook

It was a strong first half of the year for investors with many stock markets logging double digit gains despite continued interest rate rises and a banking crisis earlier in the year.

Mid-year investment outlook

Irish Life Investment Managers' mid-year investment outlook reviews the events of the first six months of 2023 and the major themes driving markets. It also looks ahead to how the remainder of the year may play out. Some of the key points covered include:

• The strong start to the year on China’s reopening, US consumer strength and AI optimism;
• Stickier than anticipated inflation and more resilient growth; and
• Tighter policy to weigh on growth and earnings, and impact equities in the second half of the year

Individual asset-class outlooks

In addition to the overall outlook there are individual videos on the prospects for the major asset classes including a Responsible Investment update.