Macro Perspectives

• Expect strong but slowing economic growth in 2022
• High inflation could persist in 2022, but we’re not returning to the 1970s
• Stocks and bonds have done well in various inflation environments
• It’s a good time for balance and bottom-up security selection
• Be prepared for some volatility in the US this midterm election year
• Europe’s economy could see strong growth in 2022
• Massive stimulus package a boon for Japan’s economy

Equity Opportunities

• Pricing power helps companies fight inflation
• Beyond big tech: The digital revolution goes global
• Dividends are staging a comeback of global proportions
• How to invest in China: Carefully and in select areas like pharmaceuticals

Fixed Income Opportunities

• Interest rates: moving higher but at a measured pace
• Bonds can still do well in rising rate environments
• With many bonds priced for perfection, selective investing across sectors is key
• Global investment-grade corporate bonds: a balanced approach and selectivity remain key
• Local currency emerging market debt could offer relative value

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