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Flattening is not flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.
Global technology markets seek normalcy in 2022
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Global equities: focus on the predictable
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.
The outlook for large cap US growth equities through renewed volatility
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.
Global equities: balancing a broadening recovery with inflation concerns
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
The necessity of yield in 2022
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Are we there yet? A slow and steady recovery for Asian growth expected
Andrew Gillan provides his views on the growth prospects for Asian equities in 2022.
Global tech: driven by strength of secular themes in the real world and beyond
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
Multi-asset in 2022: Prepare for all seasons
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
The Australian economy in 2022
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
ESG: Forks in the road
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.