Our views 06 January 2022
2021 saw us all still locked in a global pandemic – but after the helplessness of 2020, we had vaccines, and then anti-virals, to help us fight back.
The story of the pandemic is not finished: this doesn't seem a virus to defeat, so much as one we have to learn to live with. In a sense, the story of the human race is one of adaptation and innovation. In 2021 we've seen developments in key issues such as climate change as well as the pandemic.
Are those improvements big enough and fast enough? 2022 may be too soon to get an answer, but markets, as ever, will look for clues.
In our 2022 outlook, we ask a number of RLAM's fund managers what they are focusing on and the potential opportunities and pitfalls in their asset classes, to help you make informed investment decisions.
Read in full: Outlook 2022
The views expressed are those of the author at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.
Extracts from Outlook 2022
Activity has recovered – what next for markets? Outlook 2022 by Trevor Greetham
Drivers of global equities in 2022. Outlook 2022 by Peter Rutter
Growing pains in sustainable investing. Outlook 2022 by Mike Fox
High yield markets: Looking good for 2022 after August reboot. Outlook 2022 by Azhar Hussain
Is this the year to decrease interest rate risk? Outlook 2022 by Craig Inches
Navigating sterling credit. Outlook 2022 by Paola Binns
Searching for dividends in UK equities. Outlook 2022 by Richard Marwood