PORTFOLIO MANAGER OUTLOOKS

Read our portfolio managers’ 2022 outlooks as they are published
and stay informed on key market themes for the year ahead.

PORTFOLIO MANAGER OUTLOOKS

Read our portfolio managers’ 2022 outlooks as they are published and stay informed on key market themes for the year ahead.

Equities

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.

Fixed Income

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.

2022 outlook: Australian Fixed Interest

Jay Sivapalan, Head of Australian Fixed Interest, discusses the path ahead for the Australian economy and what it means for the fixed interest outlook.

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.

Alternatives and Multi-Asset

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.

Alternatives 2022: has the bull gone far enough?

Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.

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