2022 marks an intriguing point in the economic cycle

Nigel Sillis looks at the current economic and geopolitical conditions to be aware of

clock • 2 min read
Nigel Sillis is client portfolio manager at Cardano
Image:

Nigel Sillis is client portfolio manager at Cardano

Investment markets enter 2022 at an intriguing point in the economic cycle. The combined fiscal and monetary policy support that has propelled markets over the past seven quarters is starting to be unwound. However, it is not clear if the disruptive effects of the pandemic are definitely behind us.

What we are almost sure to see in the next twelve months is a deceleration in the rate of change of both global growth and inflation. Both growth and inflation are expected to stay positive at a he...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

More on Investment

Partner Insight: LDI market trends – getting things in perspective

Partner Insight: LDI market trends – getting things in perspective

Simon Bentley, Columbia Threadneedle Investments
clock 17 December 2024 • 4 min read
PensionBee's Romi Savova hits out at government push for DC investment in illiquids

PensionBee's Romi Savova hits out at government push for DC investment in illiquids

Industry must ask what the push into the unknown can deliver in additional returns

Jonathan Stapleton
clock 06 December 2024 • 2 min read
Asset-backed finance solutions investment manager formally launched

Asset-backed finance solutions investment manager formally launched

Evermill Capital will look to deliver tailored asset-backed financing solutions

Martin Richmond
clock 05 December 2024 • 1 min read
Trustpilot