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Mid-2022 Investment Outlook

2022-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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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.

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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.

683756261

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.

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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.

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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.

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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.