Opening Note
The global economy staged a remarkable recovery during 2021, with 2022 looking set to enter into a post-recovery phase - marking a different landscape as compared to that of pre-COVID-19. This global metamorphosis brings new challenges for investors and requires some shifting of gears to adjust to the change in pace. As we share our views, we aim to provide you with insights and ideas that will capture the right opportunities and thus better position your portfolio.
Although we foresee a slower year ahead as compared to 2021, we anticipate that overall market prospects will continue to improve. I hope you continue to stay safe as we embrace an exciting year ahead.
Thank you.
Ronnie Lim
Managing Director & Country Head
Personal Financial Services
2022 Outlook
After a strong recovery in 2021, expect slower economic growth in the months ahead. But “slowing” does not mean “stalling” — we expect demand to stay strong and supply constraints to ease in 2022. Major central banks have begun tightening monetary policies, which may impact assets that had outperformed in the past two years.
Read MoreOur Strategies
Investors will usually face uncertainties more than once in their investment journey and it is important for them to be aware of risk and understand their willingness and ability to take risks. Our proprietary Risk-First approach can help smoothen the journey for investors. Read on to find out more about our investment strategies.
Rising yields necessitate a quality tilt for income investing. Find out more about our core investing strategies which can help lower your portfolio’s downside volatility.
Read MoreMegatrends continue to drive long-term structural growth in many areas and offer compelling investment opportunities. Find out more about our Megatrend strategies.
Read MoreRegions such as Europe and Asia ex-Japan are still in early stages of recovery and they offer near-term catch-up opportunities. Find out more about these tactical opportunities.
Read MoreOur Regional Focus
Equities
Attractive valuations offer a good entry point, particularly in sectors that are connected to the global economy and will benefit from economic reopening and a global trade recovery.
Fixed Income
Accommodative policies to stimulate economic growth will provide support to regional bond markets.
Currencies
Asian currencies are expected to weaken against the USD, as the US Federal Reserve (Fed) begins its tapering journey.
Click on the countries below to view their respective updates