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2022 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.

Global Outlook

December 2021 / GLOBAL MARKET OUTLOOK

Playbook for a Shifting Economic Landscape

Playbook for a Shifting Economic Landscape

Playbook for a Shifting Economic Landscape

Looking for Growth in Challenging Markets

By Sebastien Page, Justin Thomson & Mark Vaselkiv

By Sebastien Page, Justin Thomson & Mark Vaselkiv

2022 Global Market Outlook

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 Investment Analyst

December 2021 / VIDEO

Key Takeaways from GMO 2022

Key Takeaways from GMO 2022

Key Takeaways from GMO 2022

Global Market Outlook Summary Video

By Ritu Vohora

Ritu Vohora Investment Specialist, Capital Markets

December 2021 / WEBINAR

2022 Global Market Outlook Webinar

2022 Global Market Outlook Webinar

2022 Global Market Outlook Webinar

Hear directly from our investment leaders as they discuss four top investment themes...

By Multiple Authors

By Multiple Authors

Investment ideas for European investors for the year ahead
Click to read Investment Ideas for Next 12 Months