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 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.

The outlook for large cap US growth equities through renewed volatility

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.

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

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.

Euro investment grade: A test of discipline 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.

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.

Alternatives and Multi-Asset

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.