- Our sample of asset manager outlooks shows a preference for some of the big winners of 2022 – as well as losers
- The US and Japan are in favour but professional investors continue to be divided over other regions
The New Year often commences with high hopes, from living a healthier life to finally learning that foreign language. But when it comes to investment outlooks, the message is usually much more prosaic. So it is for many 2022 forecasts.
Many of the latest editions of the asset manager outlooks we parse every half-year make the case for a 2022 of positive returns, albeit with challenges, ranging from inflation to monetary tightening and whatever fresh Covid development may emerge. The prospect of bumps in the road has been amply illustrated by the fierce sell-off in tech stocks and government bonds that marked the first week of the year.