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Catch-2022: Unravelling the policy paradox

By Richard Edgar Editor in Chief

Fidelity International’s outlook for the global economy, multi asset, equities, fixed income and real estate in 2022.

Fidelity International’s outlook for the global economy, multi asset, equities, fixed income and real estate in 2022.

Video: Fidelity's CEO and CIO discuss the outlook for 2022
Video: Fidelity's CEO and CIO discuss the outlook for 2022

Fidelity International’s CEO Anne Richards and CIO Andrew McCaffery on the outlook for 2022

The policy paradox
The policy paradox

2021 brought the recovery many had hoped for. But no one could describe it as ‘getting back to normal’.

The Catch-22 dynamic
The Catch-22 dynamic

In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.

Waiting for more certainty
Waiting for more certainty

We are optimistic about equities over the next 12 to 18 months. Growth and earnings will be respectable but momentum is slowing.

On course for a soft landing
On course for a soft landing

At the moment, a soft landing looks more likely for equities in 2022, but a number of risks could drag the market into something more unpleasant.

Don’t get bearish on duration yet
Don’t get bearish on duration yet

Record debt levels mean central banks cannot normalise aggressively.

Coming of age
Coming of age

Inflation is back, the ‘new normal’ for office use is still unclear and the low-carbon transition is changing the relationship between landlord and tenant.

Rich Pickings podcast: Catch 2022 - what's in store for the year ahead
Rich Pickings podcast: Catch 2022 - what's in store for the year ahead

"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.

Asia’s shifting growth model
Asia’s shifting growth model

Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.

ESG Outlook 2022: Three key priorities in sustainable investing
ESG Outlook 2022: Three key priorities in sustainable investing

ESG Outlook 2022: Three key priorities in sustainable investing

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