2022 Global Investment Outlook

What’s next for markets, economies & portfolios?

With so much uncertainty surrounding inflation, central bank policies, and economic growth (to name a few!), our annual outlook event provided insights on the trends and developments that we believe will impact investment outcomes in 2022 and beyond.

Bill Yun, CFA
EVP, Head of Advisory & Wealth Strategy
Franklin Templeton Investment Solutions

Ian Riach, CFA
SVP, Portfolio Manager
Franklin Templeton Investment Solutions

Alex Edman, Ph.D.
Professor of Finance
London Business School

In conversation with Liz Bouthillier, Bill Yun and Ian Riach share their views on markets, what’s keeping them up at night, and the strategies they are using in their portfolios.

In this discussion with moderator Linda Nazareth, Professor Alex Edmans delves into his latest research into ESG investing and how to measure sustainability. 

Our Capital Markets Expectations

Over the next 10 years

Asset ClassExpected ReturnVolatility
Government of Canada Bonds 2.2% 8.3%
Canadian Equities 6.4% 19.5%
Global Investment Grade Bonds 2.8% 6.4%
U.S. Equities 5.0% 15.2%
International Equities 5.3% 15.4%
Emerging Market Equities 6.9% 20.1%
Sources: FactSet, Bloomberg, Franklin Templeton Investments. Opinions expressed are those of Franklin Templeton Investment Solutions and subject to change without notice. Returns in USD unhedged. Historical returns are average 12 month rolling returns over 20 years (through to November 30, 2021), with the exception of the Government of Canada Bond (calculated over 17 years) and Global Investment Grade Bond (calculated over 19 years) asset classes.

LOOKING AHEAD: CAPITAL MARKETS EXPECTATIONS & PORTFOLIO POSITIONING

William Yun

William Yun, CFA
Executive Vice President
Franklin Templeton Investment Solutions

Connect on LinkedIn

Ian Riach

Ian Riach, CFA
Senior Vice President, Portfolio Manager
Franklin Templeton Investment Solutions
CIO of Fiduciary Trust Canada

Connect on LinkedIn