Global Investment Views - February 2022

January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities. The reassessment of the inflation premium in the wake of demanding valuations has driven a strong repricing of risk premia.

Going forward, we are likely to see continuation of this more uncertain and volatile environment as the market assesses four themes:

You can now read the full whitepaper at the link below