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2022 Global Alternatives Outlook

Our 12- to 18-month outlook for alternative assets that seeks to help our clients better see the forest and the trees.

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EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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Eye on the Market

Eye on the Market offers timely commentary and views on the economy, markets, and investment portfolios from Michael Cembalest, Chairman of Market and Investment Strategy.

Global Asset Allocation Views 1Q22

While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.

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Global Equity Views 4Q21

The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.

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Global Fixed Income Views 4Q21

Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

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Factor Views 4Q21

Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.

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