Understanding the 2022 outlook for real and alternative assets

While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations. The crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.

The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent, mitigation measures and travel bans are being lifted, allowing growth to revive.

Private markets: The Covid-19 crisis has caused significant disruption in private markets, but investor appetite for real assets stays unabated.

• 134