2023 Outlook
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Discussions
Discussions between experts on the economy, markets and investment opportunities.
Discussions between experts on the economy, markets and investment opportunities.
Investment portfolios
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Dialogs
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Learn about the short-term risk factors and challenges for 2023. Sonsoles Castillo, head of economic and financial analysis at BBVA Research, and Belén García-Moya, director of consulting and large asset holders at BBVA.
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Learn about investment styles, emerging markets, sustainability and investment alternative for 2023. Discussion with Roberto Hernanz, markets director at BBVA Private Banking, and Belén García-Moya, director of consulting and large asset holders at BBVA.
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Questions for experts
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Rafael Doménech, Head of Economic Analysis at BBVA Research and Professor of Economic Analysis at the University of Valencia, responds in less than 60 seconds.
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Álvaro Manteca, head of analysis and strategy at BBVA Private Banking, answers in less than 60 seconds.
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Álvaro Manteca, head of analysis and strategy at BBVA Private Banking, answers in less than 60 seconds.
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Rafael Doménech responds in less than 60 seconds.
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Álvaro Manteca, head of analysis and strategy at BBVA Private Banking, answers in less than 60 seconds.
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Álvaro Manteca, head of analysis and strategy at BBVA Private Banking, answers in less than 60 seconds.
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Articles by experts
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2022 has seen considerable drops in both fixed-income and equities, although the setbacks have been particularly dramatic in the world of bonds. Our experts tell you all about it.
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2023 is full of uncertainties. Although there is no doubt that the risk scenario has improved somewhat in recent months, it certainly remains complex. Our experts tell you all about it.
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Both the Fed and the ECB are concerned that underlying inflationary pressures may persist. Our experts tell you all about it.
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Compared to the outlook from a few months ago, 2022 is ending with positive surprises in terms of the activity in advanced economies. Our experts tell you all about it.
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Naturally, the economic forecasts for coming months are subject to a wide range of risks. Our experts tell you all about it.
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With regard to inflation, although we are starting to glimpse the first signs of moderation, it remains very high and far from the targets set by central banks. Our experts tell you all about it.
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Facing levels of inflation not seen in the US or the eurozone in decades, the central banks initially reacted with caution and a little late, under the assumption that the increase in inflation in 2021 would be temporary. Our experts tell you all about it.
Get to know our experts
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Belén García-Moya
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Álvaro Manteca
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Roberto Hernanz
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Rafael Doménech
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Sonsoles Castillo
Belén García-Moya
Director of Consulting and Large Asset Holders at BBVA
Álvaro Manteca
Analysis and Strategy Director at BBVA Private Banking
Roberto Hernanz
Markets Director at BBVA Private Banking
Rafael Doménech
Head of Economic Analysis at BBVA Research and Professor of Economic Analysis at the University of Valencia
Sonsoles Castillo
Head of economic and financial analysis at BBVA Research
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