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

UK equities – the ultimate value market?

Portfolio manager Indriatti van Hien discusses why undervalued UK stocks have never looked more compelling.

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.

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.

Global bonds: a very narrow path for monetary policy

Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.

Strategic Fixed Income: a more fertile environment for bond returns

Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.

Alternatives and Multi-Asset

Absolute Return: maintain flexibility in 2022

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.

Absolute return investing: take care not to trip on the road to normality

Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.

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.

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