Long-Term Outlook 2022


Long-Term Outlook 2022

Aegon AM’s Long-Term Outlook considers the emerging trends, opportunities and challenges facing investors over the coming years. Published annually, it draws upon the expertise and insight of our 390 investment professionals around the world.

 

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"In these uncertain and challenging times, it has never been more important for investors to tune-out the background noise and commotion of the daily news-flow and assess the longer-term opportunities available in investment markets. I hope this Long-Term Outlook provides you with a valuable tool to evaluate your asset allocations."

 

 

 

 

 

 

Uncertainty creates opportunity

To many investors, this year will feel like a rollercoaster. Several major developments have impacted the world economy, and in response, financial markets have reacted fiercely by repricing asset markets.

 

Especially at times like these, it is important to take a step back and look at the longer-term outlook. In the end, large changes in the economy and politics happen regularly, and it is not always straightforward how these will impact financial markets.

 

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Download our report >>

 

 

 

 

 

 

 

Webinar playback

During the recent webinar, Olaf van den Heuvel and Hendrik Tuch, assessed what the key trends will be in the coming years. Is a high-inflation regime the new normal, or is the price pressure just temporary? Will central banks do just enough to combat inflation or overshoot and slow the economy? And will economic headwinds push corporate defaults up or are corporate bonds attractive now, given the higher spreads?

Watch the webinar and discover where long term investors can potentially search for attractive opportunities.

Important disclosures

More about the authors

Aegon Asset Management


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