Quarterly Strategy Pack - Q1 2022
The Q1 edition of our Quarterly Strategy Pack was just sent to clients
The slide pack covers the key themes/charts on the outlook for 2022, specifically:
-the macro outlook (policy, inflation, growth, risk scenarios)
-core asset allocation views (growth vs defense, major asset classes)
-specific ideas (within/across asset classes and sectors/regions)
Next week I will be hosting webinars/calls with clients where I go through the slides and talk through the highlights, add some extra comments/context/explanation, and address some specific client questions about the pack and about markets/macro in general (scheduled for Wednesday 4pm New York Time, and Thursday 8am London Time - but recordings will be available, although n.b. the Q&A sessions will not be recorded).
The Quarterly Strategy Pack was one of several upgrades and enhancements to the service in recent years, e.g. the Monthly Chartbook was revamped and rebranded to the monthly Market Cycle Guidebook, and the Global Cross Asset Market Monitor now also features a global cross asset sentiment chart pack and extra commentary on sentiment and technicals (as a weekly markets kick-start and market intel pack).
I still have a few other things on the agenda too, so be sure to get set up for a trial now so you can follow more closely.
In terms of what was covered in the Q1 2022 Quarterly Strategy Pack:
--act 2 of the Policy Pivot, this time starring developed market central banks
--a possible growth scare scenario in 2022
--sources of upside: global investment boom
--source of upside: covid and cash
--inflation outlook under supply disruption and tight capacity
--the China question (zigging vs zagging)
--updated Risk Radar (key risks to track and manage)
--Growth vs Defense: recommendation and sign-posts for next steps
--Bond Yield Outlook: where to from here and major risks to markets
--Global Equities: an eye on rotation, risk, and relative value
--Commodities vs USD: reconciling the short-term vs longer term dynamics
--Some specific ideas (Defensive Value, REITs, Credit, Gold, EM fixed income, LatAm equities, energy stocks, UK equities)
Also included is a summary of views across the major asset classes and TAA positioning guide, and a look at changes in expected returns vs the previous quarter.
So get set up for a trial today and I will forward this and some other recent reports through.
If you have any questions or requests, just get in contact.
To request a copy of the full report, subscribe, or take up a trial, please fill in the form here.
About the Service:
Our institutional service caters to multi-asset portfolio managers and investment professionals. The service comprises a set of reports (2 weekly, 1 monthly, 1 quarterly) and personalized service to help make the portfolio managers' job easier. With the service we deliver a flow of investment ideas, risk management input, and meaningful macro insights. Our Head of Research and founder spent his career on the buy-side, and our reports reflect that perspective with a clear "so what?" focus rather than research for research sake. The reports are punchy and chart/fact focused, and are easy to read both in terms of speed and understanding: so clients often end up saving time and getting better insights. So if you're looking for a dedicated and specialist service to help you deliver excellent returns for your clients, give us a try.
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