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

Closer to Normal? The Outlook for Small-Cap Growth Equities

Can small-cap growth equities return to “smart growth” in 2022?

Shifting Markets Spur a Re-emergence of Value

As market dynamics shift, investors have begun to appreciate fundamentals again.

UK Equities – The Ultimate Value Market?

Why undervalued UK stocks have never looked more compelling.

Fixed Income

Flattening Is Not Flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.

Global Investment Grade: High Uncertainty Meets Low Dispersion

Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.

Emerging Market Debt: A Pivotal Year for China

Why China is key to driving emerging market (EM) opportunities and performance in 2022.

Alternatives and Multi-Asset

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.

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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