2022 Outlooks

Uncover what our investment leaders are watching for in the year ahead.

Over the course of December and January our specialist investment managers will deliver their outlooks for 2022. Please bookmark this page and return periodically as new outlooks will go live over the two months, covering equity, fixed income, alternative investing and asset allocation views.

Three publications anchor this effort:

Allocation Views: Still looking on the bright side from Franklin Templeton Investment Solutions in December covering asset allocation thinking in 2022.
Global Investment Outlook: Disruptions redefine risk and opportunity in 2022 from Franklin Templeton Investment Institute in December highlighting some of the most relevant conversations in equity, fixed income and alternatives for 2022.
Macro Perspectives from Franklin Templeton Investment Institute in January comparing the economic views for 2022 on inflation, interest rate and growth across several of our managers.

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DECEMBER 17, 2021

On My Mind: Fed and Inflation: You Can’t Always Get What You Want

The Fed seems to have been caught by surprise by its own policy and says this is not the inflation it was looking for, says Franklin Templeton Fixed Income CIO Sonal Desai.

Archived

DECEMBER 8, 2021

On My Mind: Inflation: Don’t You (Forget About Me)

The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.

Archived

JANUARY 7, 2022

Chinese equities: Conviction amid change

Franklin Templeton Emerging Market Equity’s Michael Lai expects quality companies in China to deliver growth across market cycles.

Archived

DECEMBER 20, 2021

2022 Looking Positive for Canadian Markets

Canada’s capital markets are adapting to the changing dynamics of the pandemic, and as the economy continues to strengthen, Franklin Bissett managers see both equity and fixed income opportunities for...

Archived

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This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.

The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market.

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