Investment outlook 2022 Five things to watch for in 2022
Will a particular event or a combination of events derail the current bull market run? Barry Gill, Head of Investments shares 5 things investors need to keep their eyes on to not be caught off guard by market forces.
It becomes obvious the surge in inflation is structural
It becomes obvious the surge in inflation is structural
- Demand bolstered by the pandemic stimulus
- Global supply chain disruption
- A demographic and political shift
Tail risk – a *Carrington event exposes our excess dependency on electronics
Tail risk – a *Carrington event exposes our excess dependency on electronics
- A major *solar storm causes damage to satellite systems
- Communication and power grids disrupted
- Fragility of our tech stack is revealed
A ‘blow-off top’ in equity markets due to the euphoria of normalization
A ‘blow-off top’ in equity markets due to the euphoria of normalization
- Investors take on more risk amid loose monetary policy
- Will the bull market born out of the pandemic reach boiling point?
- Consumer and business confidence surges
“Common prosperity” goes global
“Common prosperity” goes global
- Efforts to address the widening wealth gap in China
- Impacts on the rest of the world
- Corporate and top tier income taxes rise significantly
Evergrande is China’s subprime moment
Evergrande is China’s subprime moment
- Much of China’s economy tied to real estate
- The problems of the indebted property developer spread
- Can China deflate in an orderly manner?
