December MonthlyFlow - 2022 Outlook

Esty Dwek - CIO ・ 1 December 2021 ・ Macro ・ Asset Allocation

Key takeaways for 2022:

Omicron does not change our outlook, for now
Growth to stay solid & inflation higher for longer, but still “transitory”
Risk assets should remain supported by strong fundamentals and booming earnings

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