Dans nos Perspectives d'investissement 2022, nous cherchons à aider les investisseurs à naviguer le courant alors que l'économie mondiale va se stabiliser lors des prochaines phases de la reprise économique. Nous nous intéressons également aux conséquences potentiellement plus vastes sur les politiques macroéconomiques, l’une des priorités mondiales étant désormais de s'attaquer aux problématiques sociales et économiques révélées par la pandémie.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

In our 2022 Investment Outlook, we seek to help investors to navigate the rapids as the global economy stabilises during the next phases of the economic recovery. We also consider the possible broader consequences for macroeconomic policy as the world tackles the social and economic challenges laid bare by the pandemic. Listen to more.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Listed assets no longer suffice to build an investment portfolio. Private debt is becoming a central element among allocations.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

While there appears to be a large degree of market consensus on China’s GDP growth in 2022, there is less clarity on the three to five-year outlook. A raft of issues could slow growth momentum in 2022. They range from a high base effect from 2021, slowing export growth, further regulatory reform and the country’s ‘zero-Covid’ policy to carbon emissions control and a cooling property market. There is also a lack of ‘animal spirits’ to spur private investment due to policy uncertainty.     Hosted on Ausha. See ausha.co/privacy-policy for more information.

Disruptive trends in technology were already widespread when the pandemic-led social and economic lockdowns triggered a seismic shift in the way we work, buy and communicate. The abrupt transition to socially distant lifestyles has accelerated these trends and sparked booming demand for technology and innovations to support virtual solutions for many everyday interactions.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

While 2020 was one of the best years on record for pure environmental thematic investing, with the theme up by more than 100%, it saw a significant – and healthy – consolidation in 2021. The segment underperformed broader markets by 31% (as of end of October) relative to the MSCI ACWI index despite company fundamentals improving significantly and regulatory and policy support bolstering its long-term outlook.     Hosted on Ausha. See ausha.co/privacy-policy for more information.

In 2015, world leaders developed 17 Sustainable Development Goals as part of the 2030 Agenda for Sustainable Development. The SDGs set forth a blueprint for fostering a healthy planet and equitable society – both critical for a healthy economy.     Hosted on Ausha. See ausha.co/privacy-policy for more information.

Restarting a stalled global economy has proved an awkward exercise. The global economy is struggling to squeeze robust demand through a narrow supply channel. The restoration of supply chains, reallocation of labour, and rebalancing of supply and demand: These will be the critical factors that determine both economic growth in 2022 and the strength and persistence of inflation. Hosted on Ausha. See ausha.co/privacy-policy for more information.