Investment team updates – Bullet points 21 January 2022

MarketUpdates

Latest news from around the investment desks.

Investment Outlook 2022 with William Davies

Middling growth, markets unnerved

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.

Investment team updates – Bullet points 7 January 2022

MarketUpdates

Latest news from around the investment desks.

Outlook 2022: a year of considerable change

Eye of the Needle podcast hero

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.

A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.

Changing monetary environment sets the backdrop for a year of change in 2022

2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.

Investment team updates – Bullet points 3 December

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 19 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 5 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 22 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.