Heading into 2022, investors face an entirely new set of challenges than they did a year ago. Global growth has likely plateaued, central banks are starting to remove stimulative support, and for the first time in nearly three decades, portfolios are facing inflationary pressures brought on by supply shortages. Opportunities do exist, particularly for companies that can lean on resilient consumer spending, strong corporate balance sheets, and gradually improving global supply dynamics—but navigating an investment environment "past the peak" will likely require a much more discerning approach from investors.
That approach, the subject of this year's outlook, can be framed by five critical questions as investors consider opportunities within global markets in 2022.
Download PDF - Global Insights Outlook 2022: Past The Peak