Lowering inflation and a bright future for the markets - our view on 2022

It has been almost two years since the beginning of the pandemic. After worldwide lockdowns and an unprecedented economic crisis, it is now time to reflect on what the coming year has in store for us.

This new phase of the cycle will be all about normalisation and a reduction in support. We are faced with an economic environment that's less linear and choppier, but which remains solid despite the volatility. Recently we had the pleasure of welcoming many of our clients to the latest edition of our live streaming sessions: Rethink Perspectives: A constructive 2022 outlook, where our expectations of the coming months were at the core of the discussion.

Our Managing Partner Frédéric Rochat introduced the session by highlighting the importance of rethinking what this new reality of the economic cycle could bring. Our Chief Economist Samy Chaar gave a detailed analysis of the macroeconomic environment, with world growth expectations below 2021's “resurrection year", but close to pre-Covid levels and economic indicators still favourable.

Meanwhile our Chief Investment Officer, Private Bank, Stéphane Monier, noted that the recent unpredictability of markets has unsettled investors. But we remain positive on equity markets and believe they will potentially see high single-digit gains. In the current rising rate environment, we favour value and cyclical over growth stocks.

We held a live Q&A for our clients to discuss the economic and financial impact of inflation, central bank policies and China's future growth trajectory.

All of our bankers, investment professionals and technology teams are fully mobilised to offer you the best of their expertise. We remain by your side and are ready and willing to support you in any way we can.

Please watch the video below to hear directly from our Partners and experts: