Market Monitor – 21 January 2022
Global stock markets have enjoyed mixed fortunes this week as the Omicron variant continues to spread around the world.
Investment Outlook 2022 with William Davies
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
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
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.
European equities: Stock selection guided by razor-sharp research will be the holy grail
We look at 2022 will be a stop-start year across financial markets, with European political leadership adding to the mix. But, as ever, there will be opportunities for clever stock selection.
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”.
Market Monitor – 9 December 2021
Concerns about the threat posed to the global economy by a rapidly-spreading new coronavirus variant (Omicron) have been put in the rear-view mirror this week, with stock markets around the world posting strong gains.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
