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Mid-year economic outlook 2022

Get ahead of these trends. Contact us to find out how we can help you put these ideas into action.

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Build quality, resilient portfolios

2022 has seen a reset of the international world order and the end of boom conditions in markets. Despite uncertainties, we see many reasons to be fully, but wisely invested. Our Mid-Year Outlook is a critical guide for investors around the globe.

Access Mid-Year Outlook 2022 here
Build quality, resilient portfolios

2022 has seen a reset of the international world order and the end of boom conditions in markets. Despite uncertainties, we see many reasons to be fully, but wisely invested. Our Mid-Year Outlook is a critical guide for investors around the globe.

Access Mid-Year Outlook 2022 here
A new world order: How should I invest?

Read David Bailin’s note on how to be wisely invested in our Mid-Year Outlook 2022.

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David Bailin
GLOBAL HEAD OF INVESTMENTS & CHIEF INVESTMENT OFFICER
Read letter
Access Mid-Year Outlook 2022 here (PDF 2.91 MB)

2022 investment opportunities

Investing in the afterglow of a boom
During the first half 2022, rapidly rising interest rates left investors particularly uncertain over how to value any financial asset.
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Beat the cash thief! The perils of holding excess cash
Negative real interest rates remain a clear and present danger to the purchasing power of cash. We believe select income-seeking strategies can help defend against this threat.
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Your investment questions answered

While today’s market environment is challenging for cutting-edge technology firms of every type, we also believe that it may create the conditions for strong returns and efficient diversification going forward.

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Our preferred approach is to put cash to work in assets that may generate a positive real income for portfolios.

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A difficult start to 2022 fixed income has driven up yields in this asset class. We believe this has created potential income-seeking opportunities.

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Natural resources and oil services equities offer a potential hedge against inflation while their output growth is a needed contributor for world stability.

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What are our Mid-Year Outlook themes for 2022? 

Access Mid-Year Outlook 2022 here (PDF 2.91 MB)

Investing in 2022

What are some of the key sustainable energy investing drivers in 2022?
Some of the strongest installation growth is occurring in solar, where fresh records may also follow in 2023.
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Does Asia present a good investment outlook in 2022?
Going forward, investors should consider more diversified exposure to Asia’s ongoing development.
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What are the cybersecurity investment opportunities and outlooks for 2022?
Among cyber security equities, we prefer specialists in cloud, identity and data security. These offer potentially strong growth as ever more sensitive data shifts to centralized third-party servers.
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How can I invest digitalization via private equity?
For suitable investors, we see strategies that offer exposure to key areas of digitalization.
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