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