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Investment ideas for the next 12 months

Our Multi-Asset Solutions Team share a range of investment ideas to position portfolios for the opportunities and challenges of 2022
Yoram Lustig, Head of Multi-Asset Solutions, EMEA; Michael Walsh, Solutions Strategist
T. Rowe Price,  January 2022

Key Insights

  • The recovery from the worst of the pandemic is ushering in a new regime marked by decelerating growth, elevated inflation and a hawkish monetary policy.
  • We believe five themes will dominate markets over the next 12 months: slowing growth, shifting policy, sorting fundamentals, seeking sustainability and softening returns.
  • We have identified a range of investment ideas we believe may be effective in helping to navigate portfolios through the period ahead.

Access the full report from T. Rowe Price