Read our portfolio managers’ 2022 outlooks as they are published
and stay informed on key market themes for the year ahead.
Read our portfolio managers’ 2022 outlooks as they are published and stay informed on key market themes for the year 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.
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Tim Winstone, corporate credit manager, discusses how a cautious and steady approach to steering through 2022 makes sense for both the European Central Bank (ECB) and investors.
Alternatives and Multi-Asset
How quickly can the world readjust, coming out of a global pandemic? Luke Newman highlights the drivers that will determine the prospects for absolute return in 2022.
Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.