QVMS - 2022 Outlook: Agility Counts In A Year Of Disruption And Divergence

• Economic growth will likely slow in 2022, with Covid-related uncertainty and supply bottlenecks playing a key role.
• Equities and other risk assets should benefit from the waning post-Covid recovery, but valuations in many regions are rich versus historical standards; stay active and selective.
• Diversify across asset classes, styles, and regions, particularly in the search for yield; consider non-traditional asset classes like liquid alternatives and private markets.
• Sustainability will be a disruptive force in 2022 and beyond; companies and countries will establish clear pathways to “net zero,” and investors will want more impact with their capital.

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