What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity, and a slowing economic recovery? Will 2022 be the year in which we can finally overcome the effects of issues such as dislocated supply chains and disruptive shifts in consumer demand?
In this infographic, we give our views on how we believe investors can navigate the ‘rapids’ that will characterise the next stages of the recovery. We share our outlook for markets and asset classes, including alternatives, and highlight the ever more pervasive urgency to act on climate change as well as the opportunities that the trillions of dollars needed to tackle it present to investors.
Click here to download the infographic.
To get the full picture, download the complete PDF of the 2022 Investment Outlook by BNP Paribas Asset Management
Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience.
Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice.
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.
Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).
Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.