2022: the challenges and opportunities ahead
Our final Investment Insights podcast for 2021 begins with a review of the trends we have seen this year conducted by Mark Winterburn (Head of Investment Advisory UK) and Ed Raymond (Head of Portfolio Management). Topics discussed include the macroeconomic and inflation backdrop, asset class summaries and the themes that have affected both advisory and discretionary portfolios. The conversation also includes our outlook for 2022. Ed discusses how discretionary portfolios are positioned for the year ahead along with the key risks that he anticipates. Mark concludes with a summary of the main messages his team are communicating to clients within advisory portfolios.