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Outlook for 2022: growth, risks and strategy

Unpacking our views on what lies ahead for investors in 2022.

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After the remarkable returns delivered by most financial markets around the world in 2021, persistent inflation, uncertainty around the timing of policy changes and interest rate hikes are presenting investors with difficult choices in early 2022.

 

While many central banks are expected to raise interest rates this year, South African policymakers’ ability to do is limited by slow growth and high unemployment. 

 

In the following articles and podcast, our investment experts share their views on what’s ahead in 2022 and how they are positioning for it. 

Kevin Lings, STANLIB’s Chief Economist: increasingly divergent growth rates

A slowdown in global growth over the next year is likely to coincide with increasingly divergent growth rates between advanced and emerging economies.

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Victor Mphaphuli

Victor Mphaphuli, STANLIB’s Head of Fixed Income: South African bonds remain relatively compelling

South African bonds remain a compelling investment, particularly in relation to other emerging markets, although there are risks.

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Herman van Velze, STANLIB’s Head of Balanced and Equities: Positive undercurrents will persist in 2022

Melda Mergen

Melda Mergen: Global stock picking becomes more selective

A greater dispersion of earnings between companies is likely to become evident as they are differently affected by logistics, inflation and interest rates.

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Toby Nangle: Risks face global bonds

Companies are likely to continue to grow earnings modestly but if persistent inflation demands more severe interest rate hikes, long duration equities and bonds will be most affected.

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More insights