Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

A stack of coins against a background of charts and figures

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Ukraine crisis: impacts on European markets

Stock market ticker

We address the conflict in Ukraine in relation to European markets, where the impacts are being felt and the potential hit to European GDP.

Investment team updates – Market updates 4 March 2022

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 4 February 2022

MarketUpdates

Latest news from around the investment desks.

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.

Monetary policy and the yield curve

Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.

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.