For Institutional Investors in Australia
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
Andrew Gillan provides his views on the growth prospects for Asian equities in 2022.
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
Could value be where the opportunity lies in European equities in 2022?
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.