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Stellar year for equities until now... but what's next?
Multiple investment challenges lie in wait in 2022, as the global economy recovers from wounds inflicted by the pandemic. The global cycle has peaked and further normalisation in activity is to come. Inflationary pressures will continue, pushing central banks to embark on exit strategies from stimulus programmes. At the same time, governments across the globe will be implementing ambitious policies to achieve Net Zero carbon emissions.
We expect volatility to rise across asset classes and greater dispersion of asset returns in the context of high current valuations. With this in mind, we have selected three themes that should keep investors’ attention in 2022.
The Weekly Pulse is taking a break for a few weeks with 2021 coming to an end and seasonal festivities fast approaching. We take this opportunity give our readers our Best Wishes for the New Year and we’ll see you again in January!
Latest performance
Our key calls
Week commencing 13/12/2021
Tug of war between inflation and slower growth:
Higher-than-expected inflation prints in coming quarters may push the Fed to tighten policy sooner. Inflation expectations strategies would benefit.
Position for the climate transition:
Climate-aligned benchmarks are designed to immediately reduce a portfolio’s carbon intensity and absolute emission levels based on a target trajectory.
Green mobility ahead:
The ongoing push towards sustainable mobility favours sales of Electric Vehicles and should be positive for both automakers and other industries involved in the EV value chain.
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These are the views, opinions and recommendations of Lyxor International Asset Management (“LIAM”) Cross Asset and ETF research analysts and/or strategists as at 10 12 2021. To the extent that this research contains trade ideas based on macro views of economic market conditions or relative value, it may differ from the fundamental Cross Asset and ETF Research opinions and recommendations contained in Cross Asset and ETF Research sector or company research reports and from the views and opinions of other departments of LIAM and its affiliates. Lyxor Cross Asset and ETF research analysts and/ or strategists routinely consult with LIAM sales and portfolio management personnel regarding market information including, but not limited to, pricing, spread levels and trading activity of ETFs tracking equity, fixed income and commodity indices. Trading desks may trade, or have traded, as principal on the basis of the research analyst(s) views and reports. Lyxor has mandatory research policies and procedures that are reasonably designed to ensure that purported facts in research reports are based on reliable information and (ii) to prevent improper selective or tiered dissemination of research reports. In addition, research analysts receive compensation based, in part, on the quality and accuracy of their analysis, client feedback, competitive factors and LIAM’s total revenues including revenues from management fees and investment advisory fees and distribution fees. Click here for more.