4q21 Review & 2022 Outlook

Presented by

Henry Cobbe

About this talk

We review 4q21 performance and update our investment outlook for 2022. With guest speaker Natasha Sarkaria, Investment Strategist, BlackRock. The title of the talks is "Through The Looking Glass: a curiouser new paradigm" as we enter a topsy-turvey world where equity is for income and bonds are for risk. Inflation is surging, real yields are negative, and investors have been forced to up-risk portfolios despite stretched valuations. We explore multi-asset landscape through the prism of macro factors: growth, interest rates and inflation, as well as specific asset class exposures.
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