Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer
Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager CI GAM | Multi-Asset Management
As we enter 2022, we will once again follow the custom of sharing our market outlook for the coming year. Our expectations for 2021, strong equity performance and challenges for fixed income, came to fruition. We believe the first and second halves of 2022 will be quite different in terms of volatility, opportunities and sector leadership. So, without further ado, let’s look at what’s ahead.
Read Alfred and Marchello’s December 2021 Portfolio Construction article : 2022 Multi-Asset Outlook