UPCOMING CPD ACCREDITED WEBINAR | Wednesday 7 August, 11am (AEST)

Market Outlook Video

AssetTV Global Equity Outlook for 2022

In a wide ranging discussion with AssetTV, Portfolio Managers Dmitry Khaykin, Elisa Mazen and Margaret Vitrano take the pulse of the segments of the U.S. and international equity markets they target. They also assess inflation and regulatory risks heading into 2022, discuss secular trends they are watching and explain how a sharper ESG mindset by public companies points them to opportunities.

 

To learn more about the outlook for infrastructure in 2022, click the button below. 

Click Here To View Our Infrastructure Outlook for 2022 Article

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Midyear Equity Outlook: Rotation Seems Inevitable

While second-half profit expectations are likely to be reduced, we believe weakness will be contained, and the U.S. economy will avoid a recession.

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