Outlook 2022: a year of considerable change

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Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.

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”.

Investment team updates – Bullet points 3 December

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 19 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 5 November

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 22 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.

China is making good RI progress, despite its contradictions

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China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt capacity of its nearest competitor over the past decade both in terms of wind and solar power, but at the same time it has seen the highest coal capacity additions over the same period – nearly quadruple that seen in India.

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?

Fund manager interview: maintaining a global focus

With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store