The Investment Outlook 2022 on the theme of “Embracing Change” will be physically and digitally touring UBP’s key locations across Europe between 24 November and 14 December 2021, before moving on to the Middle East and Asia between then and the end of January 2022. The conferences will feature presentations by Co-CEO of Asset Management & Group CIO, Michaël Lok, CIO of Wealth Management, Norman Villamin, and Chief Economist, Patrice Gautry, as well as several other experts. To complement the roadshow discussions, we have produced a brochure detailing the topics covered.
UBP Investment Outlook 2022 in brief
Investors benefited as the recovery took hold in the US and Europe in 2021, supported by the vaccine-led reopenings of the regions’ economies.
We expect 2022 to require similar agility on the part of investors as the global economic cycle transitions from its post-pandemic recovery phase to a normalisation phase comparable to the “mini-cycles” that have characterised economic recoveries since the early 1990s. In such an environment, investors will need to remain nimble in order to enhance the more modest return profiles on offer in both fixed income and equities in the year ahead.
Transformation will remain an important narrative, both as a potential catalyst and as a headwind for returns. As winter begins in Europe and China, widespread energy shortages should accelerate investment in the green energy transition. Moreover, the tech transformation story will expand with select industrials set to become technology companies in their own right, as the benefits of their IT investments spur growth in a traditionally cyclical sector.
According to UBP expert Carlos Casanova, to attain high-income status by 2025, China will seek to realign its factor of production towards labour and away from capital.
Watch this video to find out about his investment views for the coming year.
Watch the replay of our webinar
On the 25th of November, we held an online talk launching our Investment Outlook “Embracing Change”, featuring our Group Chief Investment Officer & Co-CEO Asset Management Michaël Lok, Wealth Management Chief Investment Officer Norman Villamin, Chief Economist Patrice Gautry, and Global Head of Forex Strategy Peter Kinsella.
We are pleased to provide you with the recording of the webinar.
According to UBP's Expert Carlos Casanova, Asia’s GDP growth could be held back by the emergence of new COVID-19 variants and decrease to 4.3% in 2022.
Go ahead and watch the video to find out more on our Asia outlook for the coming year!
Dive into the brochure for much more details and insight.
Eleanor Taylor Jolidon
Vey Sern Ling