Investment Strategy Quarterly | January 2022
Our first Investment Strategy Quarterly of the year provides a holistic overview for 2022 raising 10 key themes that investors should consider throughout the year, offers analysis of the forthcoming Basel 4 framework while highlighting likely impacts, breaks-down the US Economic outlook for 2022 and places a spotlight on geopolitical movements in Eastern Europe. 

Featured in this issue:

  • 10 Investment Themes for Investors in 2022
  • European Outlook: Beware of Basel
  • All Quiet on the Eastern Front
  • Geo Politics
  • Supply Chain Spotlight
  • Energy Transition
  • The Emerging Markets in 2022


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