INVESTMENT IDEAS FOR 2022
Positioning your portfolio for the challenges and opportunities ahead
Yoram Lustig CFA, Head of Multi-Asset Solutions EMEA Michael Walsh FIA, CFA, CAIA, Solutions Strategist
Investment ideas to position portfolios for the year ahead
Contents
Key highlights
*Theme 1* Slowing growth
*Theme 2* Shifting policy
*Theme 3* Sorting fundamentals
*Theme 4* Seeking sustainability
*Theme 5* Softening returns
Important Information
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