A Year of Discovery

Year Ahead 2022

5 min read

Foreword

Welcome to the Year Ahead 2022.

After two years marked by disruption, loss, lockdown, and reopening, we’re on the cusp of a Year of Discovery.

We expect a year of two halves. Elevated growth and inflation in the first half will create opportunities in cyclical markets, including the Eurozone. But with lower growth and inflation to come in the second half, we also see healthcare, a relatively defensive sector, as well-positioned. Meanwhile, continued low rates, yields, and spreads mean investors will need to think differently to find yield.

Looking further ahead, the net-zero carbon transition and surging technological disruption are proving to be the biggest investment trends of the decade. This brings opportunity in greentech and sustainable solutions, and in enabling technologies like AI, big data, and cybersecurity.

We hope that this Year Ahead 2022 brings you the context, perspective, and ideas you need to navigate our changing world. We look forward to helping you move ahead with confidence.

Our outlook

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