As we move into 2022, we have prepared a number of thought leadership pieces for institutional investors. Our Themes and Opportunities paper uncovers three key themes that we believe investors should consider in their decision making next year, our Market Outlook 2022 looks at the impact of the COVID-19 pandemic and the prominent inflation concern and, our Top Priorities paper outlines what we believe should be top of mind for endowments and foundations in 2022.
View our latest reports below, or get in touch with us if you would like someone from our team to contact you about how we can help.
A number of economic and market issues pose serious questions for investors about where to find long-term opportunities. We uncover what we believe should be top-of-mind for endowments and foundations in 2022.
From monetary policy tightening and regulators showing their teeth to the global energy transition and post-COVID healthcare disruption, the world economy is undergoing a generational change. In our Metamorphosis 2022 report, we take an in-depth look at some of biggest market and investment themes for next year.
The COVID-19 recovery has not been straightforward. Higher energy prices and supply chain disruptions means 2022 will be the year to finish the job of repairing the global economy. In our Market Outlook 2022, we are broadly positive about the near economic future but believe that inflation will continue to be a risk.