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.

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

Fixed Income

Plain sailing for floating assets in 2022?

Plain sailing for floating assets in 2022?

Secured loans markets have experienced fairly calm conditions in early 2022, notes David Milward, Head of Loans, while sharing his expectations for the rest of the year.

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.

Favouring stability in US fixed income in 2022

Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.

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.

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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