Counterpoint 2022 Investment Outlook

Counterpoint 2022 Investment Outlook

THE BIG RESET
Join us in seeing the world differently
Counterpoint is where we identify and analyse the state of the world economy with the latest investment news. We aim to guide readers into understanding the market trends, so they have all the information they need to know best how to invest and manage their money.
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“History suggests that the repercussions and effects of
pandemics have changed how the world functions and
people behave”




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Getting to the other side

Looking to the past can provide us with a glimpse of the future

As we enter the cold season, Covid-19 infections are rising again and yet another virus strain, the Omicron variant, is spreading. While setbacks are possible, and perhaps probable, the economy and society at large now look better equipped to cope with the virus, given high vaccination rates, an ability to develop, adapt and produce vaccines, and a capacity to adjust working patterns flexibly and our lives more generally. As the coronavirus continues to circulate and mutate, it is going to remain a threat. Yet after settling down, it will likely become a more familiar and manageable issue.

History suggests that the repercussions and effects of pandemics have changed how the world functions and people behave. For instance, the devastation of the 1918 flu pandemic was quickly followed by a period of intense economic and social interactions. The Roaring Twenties saw a flowering of parties and concerts, as well as a radical shift in architectural design. It also heralded a period of consumerism and opportunities for innovators like Thomas Edison and Henry Ford to thrive.

Looking forward

The lockdowns accelerated many of the digital trends that were already under way and catapulted us into the future. However, as the global economy works through the gears of reopening, several challenges are arising. They include supply shortages, transportation bottlenecks and higher energy prices, which are all contributing to an elevated pace of inflation.

One of the most remarkable features of the past two years is that our economies have demonstrated just how quickly they can adapt. At Quintet, we continue to believe fundamental patterns and trends will reassert themselves as the world resets. Financial markets will probably continue to experience periods of volatility along the way, but the long-term outlook for investment returns remains positive.

Bill Street Signature

Bill Street, Group Chief Investment Officer


Our five calls for 2022
Our five conviction calls highlight our valuable insights into what we believe will lead the global and financial markets for 2022. Use our knowledge to build your own.
Discover all five calls



Call 1

 
Moving past the peak

The tug of war between peaking growth rates and improving activity levels will likely drive asset prices.

Call 2


Off the lows

As economies learn to live with less policy support, bond yields are set to move gradually higher and currencies may become more volatile.

Call 3


Eastern promises


China’s new phase of structural change prioritising rebalancing and sustainability is a key investment catalyst.
Call 4


No place like home


The need to share the gains from growth
and make our planet more resilient will boost sustainable infrastructure.
Call 5


Innovation nation


As we come out of the pandemic,
technological advances should boost productivity and disrupt all sectors.

WATCH OUR 2022 OUTLOOK

Discover the whole of Quintet Counterpoint 2022, and learn with our expert panel how to invest for the year ahead. Digest the report in its entirety or select the chapters of your choice to watch.












Take a deeper dive into Counterpoint

01.

Market overview

We look back at what we got right and wrong in 2021 and we also take a glimpse into the future. As we focus on the long term, we discuss the developing dynamics we think of as a big reset.


Read the market overview
02.

Our approach

See how our portfolios are developing for 2022. In this section we discuss our approach for strategic asset allocation, tactical asset allocation, fixed income, direct equities, alternatives and sustainability.

Our investment approach
03.

Investing for the future

We’re committed as a firm to using only renewable electricity from 2022 and will no longer invest in companies that derive significant revenue from coal. We are also creating a new thematic approach to better inform our longer term investment strategies.

Investing for the future

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You can download the full report here in English. Or visit the bank website in your country by clicking on the links in the section below to download the report in your own language.
Get the full report in English
Big reset report

This document is marketing material and has been prepared by Quintet Private Bank (Europe) S.A. This document is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.

This document is of a general nature and does not constitute legal, accounting or tax advice. This document does not provide any individual investment advice and an investment decision must not be based merely on the information and data contained in the document. All investors should keep in mind that past performance is no indication of future performance, and that the value of investments may go up or down. Changes in exchange rates may also cause the value of underlying investments to go up or down.

The statements and views expressed in this document based upon information from sources believed to be reliable – are those of Quintet Private Bank (Europe) S.A. as of 07 December, 2021 and are subject to change.

Copyright © Quintet Private Bank (Europe) S.A. 2021.
All rights reserved.