According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
In this environment, real assets and private markets have an important role to play in investors’ portfolios: they can help enhance diversification with a focus on inflation protection, they offer some of the best risk/return prospects for the next decade1 and, finally, they provide a direct lever for allocating capital to projects and companies that fulfil a broader social and environmental agenda.
You can now read the full whitepaper at the link below