Counterpoint 2022<br/>Investment Outlook

Counterpoint 2022
Investment Outlook

THE BIG RESET
Our World View
Over the past number of years, global economies have demonstrated just how quickly they can adapt and we believe fundamental patterns and trends will reassert themselves as the world resets.

In the Quintet Counterpoint 2022 Outlook our investment experts share their views on the economy, markets and investing.
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What to look out for in our Quintet Counterpoint 2022

Getting to the other side
Quintet’s Group Chief Investment Officer, Bill Street, sets the scene for our Quintet Counterpoint 2022.
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looking back
Looking back
We look back at what we got right and wrong in 2021 and we also take a glimpse into the future. As we focus on the long term, we discuss the developing dynamics we think of as a big reset.
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OUR 5 CONVICTIONS FOR 2022

Our experts have identified 5 conviction calls we believe will dominate financial markets and the global economy throughout 2022 and beyond.
Moving past the peak

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The tug of war between peaking growth rates
and improving activity levels will likely drive asset prices.

Off the lows

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As economies learn to live with less policy support,
bond yields are set to move gradually higher and currencies may become more volatile.

Eastern promises
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China’s new phase of structural change prioritising
rebalancing and sustainability is a key investment catalyst.
No place like home
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The need to share the gains from growth
and make our planet more resilient will boost sustainable infrastructure.
Innovation nation
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As we come out of the pandemic,
technological advances should boost productivity and disrupt all sectors.
Watch Our 2022 Outlook
Discover the whole of Quintet Counterpoint 2022, and learn with our expert panel how to invest for the year ahead. Digest the report in its entirety or select the chapters of your choice to watch.
How we are moving portfolios
See how our portfolios are developing for 2022. In this section we discuss our approach for strategic asset allocation, tactical asset allocation, fixed income, direct equities and alternatives.
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How we are moving portfolios
Investing for the future
Discover how sustainability is at the heart of our business and the driver of future investments.
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DISCOVER OUR COMPLETE QUINTET COUNTERPOINT 2022

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This document is marketing material and has been prepared by Quintet Private Bank (Europe) S.A. This document is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.

This document is of a general nature and does not constitute legal, accounting or tax advice. This document does not provide any individual investment advice and an investment decision must not be based merely on the information and data contained in the document. All investors should keep in mind that past performance is no indication of future performance, and that the value of investments may go up or down. Changes in exchange rates may also cause the value of underlying investments to go up or down.

The statements and views expressed in this document based upon information from sources believed to be reliable – are those of Quintet Private Bank (Europe) S.A. as of 07 December, 2021 and are subject to change.

Copyright © Quintet Private Bank (Europe) S.A. 2021.
All rights reserved.