THE AGE OF DISRUPTION

THE AGE OF DISRUPTION

Counterpoint 2022 Mid-Year Investment Outlook
Navigating the investment market, together, as your partner

The war in Ukraine, Covid-19 and Fed tightening are making the outlook more uncertain. Read our mid-year Counterpoint investment outlook report to gain insights and understand how we interpret for you investment implications, in this changing world. Select your local branch to download the report
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A message from our CIO:
It’s important to remain focused on the long term and avoid over-reacting to short-term news. Portfolios should be adjusted in
a measured way to the evolving environment."


Bill Street, Group Chief Investment Office

Read Bill’s full letter here
Our five conviction calls
Our experts have identified five market trends that we believe will dominate the global economy and financial markets for the rest of 2022 and beyond. Download the report to get the full insights.
Discover all 5 calls



Call 1
When the going gets tough
When the future looks increasingly uncertain, investing in quality growth companies with financial flexibility is our preferred strategy.
 
When the going gets tough
Call 2
Reshoring, restoring and reassuring
Resilience will be an important differentiator as companies and governments continue to focus on addressing supply-side disruptions.
Reshoring, restoring and reassuring
Call 3
Learning to live with inflation
The transitions to more local supply chains and a green economy are inflationary but beyond central bank control, so policymakers are unlikely to hike rates aggressively.
Learning to live with inflation
Call 4
Renewable and reliable
The war in Ukraine could and should accelerate investment in cleantech. Reducing reliance on fossil fuels can mitigate geopolitical risks.
Renewable and reliable
Call 5
Powering through thick and thin
Technology improvements across all themes are speeding up every year, and shocks like Covid and the Russia/Ukraine war could accelerate disruption.
Powering through thick and thin

Inside the report:

01.

Market Overview

While the war in Ukraine, Covid-19 and Fed tightening are making the outlook more uncertain, we believe our moderate risk-on positioning remains tactically appropriate as the initial shock is now behind us. Longer term, the investment implications of a changing world are profound.

Read the market overview

02.

Portfolio Approach

See how we are moving portfolios
with strategic and tactical asset allocation, and how this translates
into investments.




Our portfolio approach
03.

Our Services

Find out more about how Quintet
can support you and your wealth management needs, with services tailored to your goals.




View our services
Download the full report
The war in Ukraine, Covid-19, and Fed tightening are making the market outlook more uncertain. Read our mid-year Counterpoint investment outlook report to gain insights and understand how we interpret for you investment implications, in this changing world.

We have branches across Europe, in the UK, Denmark, Germany, Luxembourg, Belgium and the Netherlands. Select your country below to download your report.
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SELECT YOUR COUNTRY

A moment in history

Recent events remind us that the unexpected happens frequently. Russia’s invasion of Ukraine has shattered the peace in Europe and quickly turned into a humanitarian crisis for millions of people, with the reverberations being felt around the world. While it may seem insensitive to even mention the financial consequences, our role as financial advisors is to interpret for you how the war and sanctions are affecting the global economy and financial markets.

One side-effect of the conflict is that it has added to inflationary pressures. With inflation remaining stubbornly high, central banks are now having to tread a fine line between increasing interest rates by enough to take the heat out of the economy, but not by too much for fear of causing a sharp slowdown or even a recession. This uncertainty is making some investors nervous about the prospects for company profits and investment returns.

Portfolio diversification in the age of disruption

Investing is never easy and conditions are particularly difficult right now. The first thing to remember is that markets have recovered from previous geopolitical crises, wars, pandemics and recessions. Yet it can take time, which is why it’s important to remain invested when conditions are challenging. History shows that a portfolio strategy underpinned by exposure across a diverse range of asset classes, regions and managers is almost always the best approach.

We’ve been writing this year’s mid-year outlook at a time when global events are moving rapidly. It’s important to remain focused on the long term and avoid over-reacting to short-term news. Portfolios should be adjusted in a measured way to the evolving environment. Meanwhile, we’re also looking at long-term investment themes we think are likely to disrupt companies, sectors and the wider economy – such as the transition to renewable and reliable energy, cybersecurity, robotics and automation – which you can red more about here.

Bill Street, Group Chief Investment Officer


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