INVESTMENT IDEAS FOR 2022
Considerations for positioning your portfolio for the challenges and opportunities ahead
Lowell Yura, CFA, ASA, Head of Multi—Asset Solutions-North America Som Priestley, CFA, Multi-Asset Solutions Strategist Christina Moore, CFA, Multi-Asset Solutions Associate Strategist
As of 31 December 2021
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
Thank you for reading
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