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Global Market Outlook
Playbook for a shifting economic landscape
 
Following generally positive results in early 2021, global capital markets were hit by several negative surprises in the second half, including worries about peaking economic growth, fading fiscal and monetary stimulus, and worries about stagflation amid global supply chain bottlenecks.

Although the earnings outlook appears positive across most global regions, the fading of fiscal and monetary stimulus efforts means further equity gains are likely to become even more dependent on upside momentum in earnings growth.
 
Explore the future we see for financial markets and discover how we’re investing to prepare for it.

Regional Outlooks

December 2021 / GLOBAL MARKET OUTLOOK

Asia ex‑Japan 2022 Market Outlook

Asia ex‑Japan 2022 Market Outlook

Asia ex‑Japan 2022 Market Outlook

Risk/reward looks attractive for Asia ex‑Japan equities.

By Anh Lu

Anh Lu Portfolio Manager

December 2021 / GLOBAL MARKET OUTLOOK

China Market Outlook 2022

China Market Outlook 2022

China Market Outlook 2022

Attractive opportunities amid China’s fast-changing environment.

By Wenli Zheng

Wenli Zheng Portfolio Manager, China Evolution Equity Portfolio

December 2021 / GLOBAL MARKET OUTLOOK

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

2022 Outlook—Prospects for Japan Look Bright

Highly open market expected to benefit from global economic recovery

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

UK investor ideas for the year ahead
Click to read Investment Ideas for Next 12 Months