Article
Investment Outlook March 2022
In the March issue, we look at market fragility and the ‘great rotation’ as bond yields rise. We also consider whether Asia could surprise investors in the Year of the Tiger.
Find all of our insightful Investment Outlook articles for the past 3 years in one convenient location.
In the March issue, we look at market fragility and the ‘great rotation’ as bond yields rise. We also consider whether Asia could surprise investors in the Year of the Tiger.
In the February issue, we look at why it’s been a rocky start to the year for stock markets. Can stimulus from the Chinese government reverse the tide for global stock markets?
In the January issue, we discuss whether the strong economic recovery seen in 2021 will be sustained into 2022, or whether inflationary pressures and high valuations will derail stock markets.
In the December issue, we look at how central banks are responding to global economic recovery and mounting inflationary pressures.
In the November issue, we assess the likelihood of stagflation and the potential consequences for stock markets.
In the October issue, we look at lingering inflation from global supply chain issues.
The seeds of today’s US monetary policy were sown 50 years ago when President Nixon took the US off the gold standard.
Equity investors are taking an optimistic view on global growth, while bond investors remain gloomy. Who is right?
Though the global growth spurt may peak sometime this year, in this month’s Investment Outlook, we suggest the fundamental backdrop for equities remains positive. Private consumption, the driving force for the GDP expansion and company earnings, is underpinned by healthy finances.
In the June issue, we discuss: if equities are absorbing an inflationary side effect.
In the May issue: we explain why inflation may run hotter for some time, but should move back later in the year.
In the April issue we discuss seizing an opportunity in equities after the Ides of March.
In the March issue we discuss reflation continuing to drive the equity rally.
In the February issue we discuss: optimistic equity investors are positioned for a successful vaccine rollout and rising US inflation is a boon for “value” markets (e.g. the UK & emerging markets).
In the January issue we look back on a tumultuous year and discuss the opportunities for the year ahead.
In the December issue we discuss how the COVID-19 vaccine announcement is a booster for equities over bonds.
In the November issue of Investment Outlook, we discuss how the global economy shows resilience to COVID-19 headwinds.
In the October issue of Investment Outlook, we discuss: how COVID-19 continues to drive market risk.
In the September issue of Investment Outlook, we discuss: an improving UK economic outlook, but with labour market uncertainty.
In the August issue of Investment Outlook, we discuss: Growing attractiveness of non-US markets.
In the July issue of Investment Outlook, we discuss: how a new business cycle is starting.
In the June issue of Investment Outlook, we discuss: the post-Brexit transition period extension talks with the EU are a short-term risk for sterling
In the May issue of Investment Outlook, we discuss: Looking for recovery after the coronavirus sell-off
In this month's Investment Outlook, we discuss the rising market risks from the coronavirus outbreak.
In the March issue of Investment Outlook, we discuss: Coronavirus may delay the global economic recovery, but not derail it.
In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East.