28 October 2021 | 1 min. readingtime
Jack Julicher presented the financial markets outlook for 2022 on 27 October 2021. He outlined a ‘bumpy ride’ towards recovery, with uncertainty being the only certainty there is, it seems. COVID-19 will probably be the biggest risk to economic recovery. At the same time, Jack says, the spectre of inflation is looming, so central banks will need to stay on top of their game. Click the button below to read the full-afternoon report.
Climate risk as the recurring theme of the 2022 outlook seminar
10 November 2021 | 2 min. readingtime
October 2021 was a particularly good month for European and US stock markets, but less so for Asian stocks and emerging markets. Meanwhile, long-term interest rates continued to rise.
06 January 2022 | 2 min. readingtime
December 2021: particularly good for equities (especially US and European), moderate to fair for corporate bonds and listed real estate, and downright bad for government bonds.
03 February 2022 | 2 min. readingtime
Financial markets went through a volatile start to 2022. All, or virtually all, asset classes yielded negative returns, with US (tech-) stocks delivering the biggest losses. For global stock markets, a partial recovery in the last week of January prevented even worse performances.
