Review of 2021, outlook for 2022 – recovery to continue as we hopefully learn to live with covid Key Points 2021 was again dominated by the coronavirus pandemic, along with concern about higher inflation and monetary tightening but shares, unlisted assets and balanced growth super funds saw strong returns. Continuing solid economic growth, rising profits and still easy monetary conditions should result in good overall investment returns in 2022, but they are likely to be …
2021 – A list of lists regarding the macro investment outlook Key points 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns & see a further rotation from pandemic winners to cyclical investments. Watch: coronavirus and vaccines; US politics; China tensions; inflation; & the hit to immigration in Australia. Introduction 2020 turned out far better for diversified investors than had been feared when the pandemic hit triggering …
