Equity Strategy
Australian Equity 2022 Outlook: Chasing Normal
Thu 16th December, 2021

The fading influence of the pandemic domestically over 2022 - along with reopening, consumer savings, corporate spending, and continued policy support - provide a constructive backdrop for Australian Equities. The prospect for a high single total return from equities over 2022 remains our central case.

We see three key themes for Australian Equities in 2022:

  1. Corporate earnings recovery continues
  2. Inflation risk management
  3. Bouts of equity market volatility

In this week’s report we review the current backdrop and look to the year ahead.

  • 2021: Year in review
  • Key themes for 2022
  • Risk factors
  • Key events
  • Focus List positioning
  • Focus List year in review

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    Written by

    John Lockton, Australian Equities

    John is a leading investment strategist with 20 years experience.

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