Investment Watch Summer 2022 Outlook

Investment Watch Summer 2022 Outlook is now available.

Another year passes by and we look to 2022 with a sense of optimism as the world economy heals from the scars of 2020. With the holiday season around the corner, we take this opportunity to look back on a year that marked the transition out of a once-in-a-lifetime pandemic.

As for the 2022 outlook, Michael Knox and our Equity Strategy team continue to uncover compelling market opportunities amongst the uncertainty. While global economic growth rates are slowing, they are not slow. Instead, a high tide of growth aided by government spending and strong consumer demand is likely to help the global economy safely navigate through worries emanating from COVID-19, inflation, shortages and rate hikes.

We remind investors to remain vigilant against a series of macro-economic risks that are likely to make for a bumpy ride and as always, some asset classes will outperform others. That is why in this version of Investment Watch we include our key themes and picks for 2022 and our best ideas. As always, speak to your Morgans adviser about asset classes and stocks that suit your investment goals.

2021 has been a challenging and disruptive year and from all the staff and management of Morgans we appreciate your ongoing support as a valued client of our business. We wish you and your family a safe and happy festive season and we look forward to sharing with you what we hope will be a prosperous 2022.

Highlights

2022 asset allocation – slower, but not slow
Economics – interest rate and inflation outlook
Equity strategy – stick to the fundamentals
Commodities – missing the forest for the trees
Property – open for business
Updated Morgans best ideas
… and much more

Download Investment Watch Summer 2022 Outlook

Download Investment Watch Summer 2022 Outlook.

Alternatively, contact your adviser or nearest Morgans office for a copy.

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