For financial professionals in Italy
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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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.
Inflation relief lies ahead but full “normalisation” is unlikely without a further monetary slowdown, argues Simon Ward, Economic Adviser.
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Stronger broad money growth suggests improving economic prospects for 2022 assuming, reasonably, that the authorities are able to stabilise the property sector, argues Simon Ward, Economic Adviser.
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
Could value be where the opportunity lies in European equities 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.
Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.