Year ahead 2022: the top trends to watch this year
How will inflation impact economic recovery? Will we see as many IPOs? What can we expect from cryptos? Explore these questions and more in our 2022 economic outlook.
Market outlook 2022: our analysts' expectations
The past couple of years have been marked by lockdowns, vaccine rollouts, re-openings and inflation. This time last year, it felt like the worst was behind us and that 2021 would bring about the end of the uncertainty Covid-19 brought us. As we all know, this never really happened.
As we started to prepare for 2022, thanks to the vaccine rollout and increasing growth, markets seemed confident that the new year would create opportunities. But the omicron variant has dampened spirits once again. Now the message is clear: volatility will continue.
Looking ahead, there’s a sense of déjà vu. No one knows what’s in store for us but there are a few trends we can be sure will follow us from 2021, and some exciting opportunities that the new year could bring.
What to watch in 2022
Discover our market analysts’ expectations the top trends to watch in the new year.
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Upcoming IPOs 2022 and year in review 2021There were more listings than ever before in 2021 but end-of-year volatility caused some to be delayed to the new year. With the likes of TikTok, InstaCart and Stripe expected to list, will we see another record-breaking year for IPOs in 2022? -
Big Tech stocks: What will they face in 2022?Apple, Amazon, Alphabet, Microsoft, Meta and Netflix have delivered record earnings in 2021 and shares have hit all-time highs, but can Big Tech stocks keep up the momentum in 2022 as markets forecast a severe slowdown in growth? -
EV stocks: What will they face in 2022?Electric vehicle stocks have exploded in value during 2021, with Tesla hitting the $1 trillion mark and newcomers Rivian and Lucid earning bumper price tags. But how will things shape-up as competition intensifies in 2022? -
Central banksRising inflation was the story of 2021 for global markets. If central banks want to halt it, they'll have some work to do in 2022! Does that mean raising rates?
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Commodity currenciesCommodity currencies underperformed during a year but that doesn’t mean they cannot make up for lost time in 2022. We've assessed the relative output gaps and monetary policies to rank potential performance for AUD/USD, NZD/USD and USD/CAD next year. -
InflationFollowing a multi-decade slumber, inflation is once again at the forefront of traders’ minds. With easing policy and supply chain issues likely to linger through the first half of 2022, price pressures could get still get worse in 2022. -
Global energy crisisFollowing global supply chain disruption, we saw a shortage of energy, rooted in the price of gas and oil struggling to recover from Covid-19. Find out how this could play out in 2022. -
GoldOur expectations for the gold price in 2022, using the fundamentals, macroeconomics, geopolitics and the central banks’ attitudes. Does inflation really matter this time around? We look at that capricious metal silver, which is never really a safe haven…
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IndicesAfter three straight years of gains, major indices including the S&P 500, Nasdaq, and DAX will face headwinds from elevated valuations, tightening policy, and the ongoing pandemic in 2022, but history suggests another year of gains is likely. -
CryptocurrenciesCryptocurrencies have seen no definite bull or bear market, but it's certainly still a disruptive beast. As crypto assets are embraced all over the world, will they become more correlated with traditional assets? And how will that relate to risk? -
ChinaGet our take on what 2022, The Year of the Tiger holds for the Chinese economy, Chinese equities and whether the CNY can continue to outperform. -
BrexitAfter a strong economic rebound in 2021, growth is expected to decelerate in 2022, whilst inflation could keep rising. Brexit and pandemic risks remain. What does this mean for the GBP & FTSE outlook in 2022?
