ESG Outlook 2022: Three key priorities in sustainable investing

Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.

Record debt levels mean central banks cannot normalise aggressively.

Inflation is back, the ‘new normal’ for office use is still unclear and the low-carbon transition is changing the relationship between landlord and tenant.

At the moment, a soft landing looks more likely for equities in 2022, but a number of risks could drag the market into something more unpleasant.

We are optimistic about equities over the next 12 to 18 months. Growth and earnings will be respectable but momentum is slowing.

In 2022 the major central banks will have to decide what to do about higher inflation, which we believe will be stickier than they currently expect.

2021 brought the recovery many had hoped for. But no one could describe it as ‘getting back to normal’.

Fidelity International’s CEO Anne Richards and CIO Andrew McCaffery on the outlook for 2022

Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.