For wholesale 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.
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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.
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.
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge 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.
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
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.