50 min view I Date: 8 April 2022
Risk assets saw a challenging start in 2022 as monetary conditions are tightening. Inflation in most countries is still stubbornly high and rising geopolitical risk is weighing on markets. Given this uncertain and fast-changing environment, structural themes, especially those with regulatory tailwinds, should still continue to stand out and provide investment opportunities. In our recent webinar (18 March 2022), we discussed some of these themes and opportunities we see in 2022.