Featured Investment Papers: January 2022

Featured Investment Papers: January 2022

Savvy Investor presents a selection of featured content from top asset managers for January 2022.

There has been no easing into 2022 with markets grappling with changing Fed rhetoric, equity volatility, and geopolitical risks. We list a number of forward-looking pieces below to help you plan for the year ahead. Be sure to also watch EDHEC-Risk Institute present the 'Retirement Bond'. Finally, getting prepared for compliance with the Uncleared Margin Rules can be a significant challenge – sign up to the upcoming webinar to learn more.

Outlook 2022: Post pandemic – Pivoting to a new era (Macquarie AM, 2022)

This 2022 perspective covers key topics of interest including the ramifications of Covid-19, employment markets and inflation. Macquarie Asset Management’s investment experts also signpost where they think the investment markets are heading.

2022 Investment Outlook: Sizing up the recovery (BlackRock)

For compliance reasons, this paper is only accessible in the United States and Canada

BlackRock points out that there are a number of complicated and interwoven issues which the world is facing right now, from decarbonisation to geopolitics, and asks what they could mean for the investment environment in the short term.

Key Themes 2022 (MFS IM)

MFS IM presents their all-encompassing take on the main trends to monitor this year. The most prescient issue for them is how markets will fare in an environment of reducing stimulus, a changing labour market, and ongoing inflation concerns.

Video: 2022 Market Outlook (Eastspring Investments)

The global recovery should remain on track notwithstanding jitters about Chinese growth, persistent inflation, and unwinding fiscal and monetary support. Eastspring Investments’ asset class heads discuss where the investment opportunities are now.

Q1 Outlook: New year, new narrative (LGIM, Jan 2022)

For compliance reasons, this paper is NOT accessible in the United States and Canada

LGIM are sticking to their positive forecast for risk assets in 2022 despite the year starting with volatility and macro uncertainties. In this piece they look at the unwinding of QE, equities, and why we should be considering commodities.

A Unified Approach to Investing in Chinese Equities (Invesco, Jan 2022)

For compliance reasons, this paper is only accessible in certain geographies

Invesco puts forward the case for an all-China perspective when investing in Chinese equities, suggesting that the difference between onshore and offshore is reducing thanks to evolution in equity indices and advancement in market structures.

Video: The retirement bond – A new risk-free asset (EDHEC-Risk Institute)

This fascinating talk centres on the decumulation investing problem and the challenges of retirement investing, before presenting the Retirement Bond which, it is argued, can help achieve objectives without ceding liquidity or flexibility.

Gold for the Long Run: A strategic investment (SSGA | SPDR, Jan 2022)

For compliance reasons, this paper is only accessible in the United States and Canada

What part could gold play in investment portfolios over the medium to long-term? External factors supportive of an allocation to gold are appraised here, as well as a run-down of three primary features which add up to forge gold’s appeal.

Podcast: A contrarian investment approach (Janus Henderson Investors, Jan 2022)

For compliance reasons, this paper is only accessible in the United States and Canada

This podcast discusses what it means to be a contrarian investor, using the Covid-19 investment environment as a backdrop, and advancing that having an ability and willingness to invest in volatility can be a desirable characteristic.

UPCOMING WEBINAR

Webinar 8 Feb 2022: Uncleared Margin Rules – The final countdown (State Street)

With the final phase of the Uncleared Margin Rules (UMR) implementation almost here, we invite you to join State Street and leading industry experts on Tuesday 8th February 2022 at 8 am EST / 1 pm GMT / 2 pm CET for a wide-ranging discussion.