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:
In this week’s report we review the current backdrop and look to the year ahead.
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John is a leading investment strategist with 20 years experience.