Investment Markets Outlook: Q3 2022 – Part II

Investment Markets Outlook: Q3 2022 – Part II

What's Next For Global Markets?

Earlier this month,?the Content team?selected some of the most insightful outlook pieces which crossed our desks at Savvy Investor. Given the amount of quality and practical research that we have continued to curate over the past few weeks, we are sharing another handpicked list of outlooks from some of the most successful asset managers. A number of these take into account the U.S. Federal Reserve's stance on inflation, which is particularly poignant?following their latest 0.75 percentage point rate rise. Below you can also find our latest Special Report, produced in collaboration with Invesco.

H2 2022 Investment Outlook: Life Above Zero (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

The era of low interest rates may be coming to an end. How will this new monetary policy regime affect markets, and should investors rethink attitudes towards different asset classes?

Midyear Outlook: The Art of Generating Income (Franklin Templeton Investments)

For compliance reasons, this paper is only accessible in the EMEA region

Inflation, geopolitical risk and a new monetary policy regime are some of the key considerations for income-seeking investors when deciding on future allocations.

Q3 2022 Active Strategies Outlook: All Change (LGIM)

For compliance reasons, this paper is NOT accessible in the United States & Canada

So far this year, markets have been volatile as investors have tried to price in what appears to be a new paradigm for economies. Will the recent volatility continue?

Gold Mid-year Outlook 2022 (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

In turbulent times, such as these, gold remains a key asset for investors who are looking to protect their wealth. This paper explores the outlook for gold markets.

Global Macro Outlook Q3: Navigating the gathering storm (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

Three elements are likely to shape the 'gathering storm' that may define the second half of 2022: the end of central bank puts, inflation and emerging markets' headwinds.

Webinar: 2022 Midyear market outlook (T. Rowe Price)

For compliance reasons, this paper is only accessible in certain geographies

In this in-depth webinar, T. Rowe Price is answering the much-asked question regarding the future of financial markets: are investors transitioning to a new paradigm?

Global Markets Outlook (TIS Group, 2022)

A detailed outlook piece covering equity and fixed income market dynamics across Europe, Asia and the United States.

Outlook on Emerging Markets (Lazard AM)

Emerging markets are facing a number of headwinds in the months ahead: tighter monetary policy from the U.S. Fed and increasing geopolitical tensions are some of the challenges.

Investment Outlook for U.S. Corporate Pension Plans (Insight Investment)

For compliance reasons, this paper is only accessible in the United States & Canada

Some of the largest investors in the world are U.S. corporate pension plans. As the market environment changes, so will the allocation decisions of these investors.

SPECIAL REPORT

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

In this Special Report, Invesco presents investors with crucial insights into the key forces that will likely drive markets in the next six months and beyond.

ABOUT THE AUTHOR

Andrew Perrins is a former Actuary and Asset Allocator. After qualifying as an Actuary, he worked for 15 years in investment management, serving as Director of Asset Allocation for Abbey Life and for Chase Manhattan, before setting out on a more entrepreneurial path.

To contact him,?email?[email protected]

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