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.

European Equities: stay the course in 2022

Could value be where the opportunity lies in European equities in 2022?

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.

Emerging market debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.

US fixed income: finding a balance in rates and inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

Alternatives and Multi-Asset

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