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.
Less bezzle, more sparkle in the UK!
In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
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”.
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.
Market Monitor – 26 November 2021
It has been another mixed week for global stock markets, with gains in the UK and United States offset by losses in Europe and Asia.
