Outlook 2022 Get Ready for Change

Given this time of year holds the temptation of overindulgence, which then sends us all scurrying to the gym early in the New Year, It probably wasn’t accidental that the cover of this report shows someone already AT the gym, ready for a workout! Projected guilt aside, this report from NN Investment management offer some interesting insights into what the outlook they are predicting for 2022.

Three dominant themes appear set to take precedence in the investment world in 2022. These megatrends will define the broad contours of the market outlook for next year, so an understanding of them is crucial for making investment decisions in the months ahead. The three megatrends are: 1) the normalisation of economies from the coronavirus crisis, including Covid-induced macro-economic trends 2) the ongoing search for alternative sources of return 3) the accelerating transition towards a more sustainable economy

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2022 Asia Multi-Asset Outlook: Opportunity Comes in Waves Amid Reopenings and Reforms

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Buildings For Change: Impact investing in UK real estate (Nuveen, 2021)