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United Kingdom, Intermediary
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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
The investment landscape has changed significantly since the start of the year: sticky inflation, hawkish central bank policies, a war in Eastern Europe, and continued elevated geopolitical risk have increased market volatility and altered investor expectations. For insights on what happened and what we think lies ahead, we invite you to explore unique perspectives from our marketplace of ideas.
Mid-2022 Asset Allocation & Investment Strategy Outlook
Steve Klar, Nanette Abuhoff Jacobson, Supriya Menon, Adam Berger
We explain why a broader set of tools may be required to maneuver through higher volatility, changes in market structure, and the explosion in investment data; explore the market implications of central bank policies, rising prices, and slowing growth; and offer incremental steps to improving a portfolio’s return potential.
iStrat INSIGHTS— In a series of articles, members of our Investment Strategy Team bring an allocator's perspective to key questions asset owners face as they shape their portfolio strategy for the second half of 2022.
Mid-2022 Global Economic Outlook
Thomas Mucha, John Butler, Arancha Cano
We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality, and volatility will disrupt and drive markets.
Mid-2022 Inflation Outlook
Nick Petrucelli, Jake Coyne, Juhi Dhawan, David Chang, Joy Perry, Tom Levering, Tim Casaletto
Higher-than-expected inflation remains a key factor shaping the outlook for the balance of 2022 and beyond. In this collection, we delve into inflation’s impact on asset markets, consider supply-chain pressures and potential relief, and highlight opportunities in commodities and real assets.
Mid-2022 Asset Class Outlook
Cat Dickinson, Tom Simon, Amar Reganti
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
Mid-2022 Alternative Investment Outlook
Cara Lafond, Adam Berger, Matt Witheiler, Ehab Hosny, Brendan Fludder, Noah Comen
We explore alternative allocations, late-stage private equities, and the use of hedge funds for fixed income roles.
Mid-2022 ESG & Sustainability Outlook
Wendy Cromwell, Julie Delongchamp, Jenny Xie, Carolina San Martin, Daniel Veazey, Joy Perry, Meredith Joly, Anand Dharan, Keenan Choy
Our Mid-2022 Sustainability Outlook provides an update on our sustainability commitment, research into the economic impacts of climate change, ESG integration and stewardship, and impact platform, plus the shift of fixed income into the sustainable investing mainstream.
2022 Annual Outlook collection
For our views on the full year, please visit our annual outlook for 2022 that was published in late 2021.