Expect profound changes in 2022 and beyond that will create both risks and opportunities for investors.

2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our new year’s resolutions, our attention has turned to what’s next. Here are 10 themes our Asset Allocation team will be mulling over before welcoming in the new year.

LGIM’s final video in their E’s of ESG series focuses on how they engage with the companies which they invest in to help deliver sustainable returns for clients of their Future World Multi-Index funds.

We will be focusing on three key questions around the spread of a new variant of COVID-19.

We believe that as coronavirus anxieties recede in emerging markets (EMs), upcoming electoral contests will play a larger role shaping investment strategy.

LGIM’s CPD-certified roadshow events in November covered topics including the key investing opportunities and challenges as we emerge from the pandemic, what advisers need to know to navigate a potential paradigm shift in markets, and how thematic investors can access new long-term growth markets.

Evergrande’s problems have placed the Chinese property sector front and centre of investors’ minds. The sector is undergoing a sizeable credit crunch, several developers have missed coupon payments, and home sales are down 38% year-on-year. How bad can this get? To answer the question, we look at the fundamentals of China’s property sector.

Everyone seems to agree rates will need to go up. Few have confidence about how high. And there’s even less clarity about how inflation will be affected by potential megatrends: climate-related border taxes, global work from home forever, and post-pandemic early retirement.