UK Equities

David Kneale gives an in-depth analysis of the environment UK investors face in 2022.

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Global equities

Paul Middleton on the factors that may determine the direction of travel for global equities markets

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Emerging market fixed income

Daniel Moreno on the complex ways China, Covid and central banks are changing the investment landscape for emerging market debt.

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Emerging market equities

Charles Walsh considers how policy and practicalities could interact to influence the course of emerging market equities in 2022.

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Swiss equities

Daniele Scilingo on how investors in Swiss equities should monitor base effects and valuation support

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Asset allocation

Valentin Bissat gives his analysis of the key macro themes for the new year

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Private equity

David Rolfo charts a course for private assets in 2022

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Convertible bonds

Renaud Martin on what will be the key factors for convertible bonds

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European equities

Hywel Franklin outlines the key themes for European equities next year

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Socially responsible investing

Elena Bignami draws together the key SRI narratives defining sustainability in 2022

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