Asset Class Return Forecasts - Q2 2022

Thursday 19 May 2022

Global Investment View, Results, EN, Insights Paper

The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond. We had previously detailed the likely systemic shifts in the macro and market landscape resulting from the transition towards a greener world: increased inflation, yields and spread risks translating into increased long-term volatility across our investment universe, and dragging down both EPS and valuations.

To find out more, download the full paper (EN)


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