Market Outlook Video

AssetTV Global Equity Outlook for 2022

In a wide ranging discussion with AssetTV, Portfolio Managers Dmitry Khaykin, Elisa Mazen and Margaret Vitrano take the pulse of the segments of the U.S. and international equity markets they target. They also assess inflation and regulatory risks heading into 2022, discuss secular trends they are watching and explain how a sharper ESG mindset by public companies points them to opportunities.

 

To learn more about the outlook for infrastructure in 2022, click the button below. 

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Related Perspectives

Infrastructure Insights Video
Valuation of Infrastructure Assets Q3 2024

Valuation of Infrastructure Assets Q3 2024

In our latest Valuation update, Portfolio Manager, Simon Ong, discusses the contributors to infrastructure returns in the third quarter of 2024, and weighs in on the factors impacting different infrastructure sectors across the globe.

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