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Market Outlook Mid-Year 2022

The global market environment: Challenging, with few places to hide

First the world was hit by a global pandemic. This was followed by inflation rates not seen in decades and sad news of a major war breaking out in Europe. In our mid-year market outlook, we explore these and other trends that could be relevant for your portfolio.

Market Outlook Mid-Year 2022

Read our report to learn more about:

  • The big picture: With the war in Ukraine, lockdowns in China, and rising inflation fuelling uncertainty, why do we think that equities are still the best game in town?
  • Spotlight on inflation: Which asset classes should investors turn to in times of rapidly rising inflation?
  • Fixed income: After the rise in bond yields, fixed income is now looking more attractive. Which segments provide the best opportunities?
  • Sustainability matters: What are some of the most attractive sustainable investment themes?

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Beyond Markets Webcast

Coming soon: Watch the replay of our Beyond Markets Webcast on the Market Outlook Mid-Year 2022, in which business journalist Hannah Wise talks to Julius Baer’s Christian Gattiker, Head of Research, and Diego Würgler, Head of Investment Advisory, as well as Philipp Hildebrand, Vice Chairman, BlackRock.

Download the report