English (US) Client Login Wellington Management Funds Wellington Alternative Investments ABOUT CAPABILITIES INSIGHTS CAREERS CONTACT '22 November 2021 2022 Investment Outlook As you look ahead to 2022, we invite you to explore investable ideas and trends across all major asset classes curated from our marketplace of ideas — more than 900 investors strong. Views expressed are those of the authors and are subject to change. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional or institutional investors only. WITH THE MARKETS’ FOCUS SHIFTING FROM COVID TO THE STATE OF GROWTH AND INFLATION AND THE CENTRAL BANK RESPONSE, members of our Investment Strategy Team expect next year to be a year of transition and, as detailed in our 2022 Investment Outlook, are cautiously optimistic about its prospects. For all the talk about stagflation, our macro strategists see the global recovery continuing, while they track the transformative effects of climate change and one of the riskiest geopolitical backdrops in decades. Investment outlook — Coming soon Publishing December 2 — Members of our specialized equity teams explore opportunities and risks in China, infrastructure, and the technology and health care sectors. Our Fixed Income Team tackles questions about the changing interest-rate environment and highlights the relative prospects across major credit sectors. Publishing December 9 — Several of our teams share their latest thinking on sustainability, from trends across the impact and stewardship landscape to the physical and transition risks posed by climate change. Members of our Alternatives Team discuss the public/private market “convergence,” the state of the late-stage private equity market, and the growing importance of ESG factors. MULTI-ASSET 2022 Multi-Asset Outlook In 2022, Investment Strategy Team members Nanette Abuhoff Jacobson and Daniel Cook expect markets to focus on central bank efforts to tame inflation without derailing the cycle. They offer views on the likely outcomes and the implications for equities, commodities, and fixed income. Will 2022 be a year for investors to think thematically? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul think so and sound a note of cautious optimism heading into the new year. Can central banks nail the landing? Five investment essentials for a post-pandemic world View multi-asset outlook MACROANALYSIS 2022 Global Economic Outlook Despite concerns over rising inflation and slowing growth, Macro Strategist John Butler expects the global recovery to continue in 2022. Members of our Central Macro Team look at what a lower-carbon world could mean, from its effects on global growth and the cost of capital to the potential for geopolitical conflict and higher inflation. Investors should brace themselves to navigate one of the most unpredictable and complex geopolitical backdrops in decades, says Geopolitical Strategist Thomas Mucha. Economic outlook for 2022: Reflation, but feeling like stagflation After the inflection point: How the climate challenge will transform the global economy Geopolitics in 2022: Turbulence ahead? View global economic outlook 2021 mid-year market outlook collection For our views on the back half of 2021, please visit our mid-year outlook. View mid-year outlook INSIGHTS Market insights Blog CAPABILITIES Equity Fixed income Multi-asset Alternatives Multi-manager solutions Liability-driven investing Sustainable investing Emerging markets OUR CLIENTS Central banks and sovereign institutions Consultants Public defined benefit plans Corporate defined benefit plans Defined contribution plans Endowments, foundations, and nonprofits Family offices Financial advisors Insurers Intermediaries CAREERS Job openings Our people Our business networks Campus programs Information technology ABOUT US Our culture Meet the managers Facts and figures Diversity, equity, and inclusion Community engagement Wellington news CONTACT US Office locations Request information Press inquiries LEGAL Investment risks Terms of use Privacy policy Cookies Proxy vote SFDR Important disclosure FOLLOW US Sustainable Investing © Copyright 2021 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Cookies settings Accept all cookies