How quickly can the world readjust, coming out of a global pandemic? In this video, Portfolio Manager Luke Newman highlights some of the drivers that will determine the prospects for absolute return in 2022.
- We expect to see a repeated oscillation between value and growth as rising demand meets ongoing supply chain issues, economies seek to normalise, and stimulus measures continue to roll off.
- The UK market currently looks attractively priced, in absolute terms, despite a huge surge in merger & acquisition activity since the conclusion of the Brexit saga.
- We see absolute return as a useful diversifier for investors following a period of exceptional returns in financial markets from both equities and bonds.