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2021 was marked by strong performance, but there was increasing dispersion across sectors and regions – in 2022 we expect global growth and profits to moderate and increasing headwinds for equity markets.

After enduring a string of extraordinary developments over the past few years, 2022 may be a year of normalisation as economic growth broadens and powerful secular themes remain intact.

According to Nikolaj Schmidt, Chief International Economist with T. Rowe Price, the investment story of 2022 will be tactical bear, structural bull.

Although macroeconomic events may have dominated financial markets during the pandemic, earnings and fundamentals still matter. Tim Murray from T. Rowe Price explains why.

With central banks clearly in play, financial markets are likely to see higher volatility in the year ahead. This should create some great opportunities for patient investors.

Expectations for 2022 are difficult to pin down as volatility continues due to uncertainty from COVID as well as high valuations. We take a look at the year ahead for Australian equities.

Magellan takes a look at Intercontinental Exchange, a pioneer of digitalised financial markets that owns the New York Stock Exchange among others.

Rising prices, an inflationary environment, along with the transition underway in the energy market, all add up to a market that benefits from careful stock picking.

Will economic growth stabilise in 2022? And could we see an easing in regulatory pressures? Andrew Rymer from Schroders gives his thoughts.

Michael Steele, Co-Portfolio Manager of Yarra’s Australian Smaller Companies Equities Strategy, looks at three themes for Australian small caps moving into 2022.

Despite the recovery in dividend payments this year, Scott Kelly from DNR Capital believes investors would be wise to recognise that not all income strategies are delivering.

GAM Investments’ Julian Howard believes sideways is a viable outcome for markets and that skilfully identifying consistent and independent sources of return is likely to be key.

One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings. Quay Global Investors explains why this might be.

2022 will likely be a strong market for recovery-led opportunities, albeit with higher volatility. As such, we prefer quality stocks with strong market positions.

Schroders’ Stuart Dear and Mihkel Kase discuss 5 defensive asset allocation themes for investors in 2022.

James Abela and Maroun Younes, Portfolio Managers of Fidelity’s Future Leaders strategies, break down their outlook for global equity markets in 2022.

Along with Nick Kirrage, co-head of the Global Value team, Schroders Head of Australian Equities Martin Conlon discusses 5 notable investment themes for equities in 2022.

In business, there are ‘price makers’ and ‘price takers’ – companies that have pricing power from strong market positions in good industries, and those that don’t.