Four themes that could threaten equity markets in 2022
Asset class predicted to have positive year as world continues to move back to normality
Asset class predicted to have positive year as world continues to move back to normality
Britain ‘well placed to capitalise on the new world of higher rates’
‘Exposure to UK equities that pay a dividend has been about as fashionable as my wardrobe in recent years’
‘You either let omicron spread, or the supply chain collapses or at best comes under unprecedented pressure’
‘Market concerns of tighter monetary policy have not really had an adverse impact on credit so far’
As traditional 60/40 equities versus bonds approach may no longer work
He was previously head of retail multi-asset funds
But multi-asset business flows slumped in Q4
‘Building some exposure to commodity currencies may prove to be beneficial’
There is a ‘growing sense of caution’ when researching investment options for clients
Neuberger Berman CIO says investors should reorient portfolios for a more ‘two-way investment environment’
Long-term outlook is positive but market is looking ‘considerably’ more expensive