Equities
Should investors be bullish on equities?
Strong commodities returns, flattening curve and weak credit performance ‘signs of late-cycle behaviour’
Four themes that could threaten equity markets in 2022
Asset class predicted to have positive year as world continues to move back to normality
UK equities backed to help investors tackle inflation
Britain ‘well placed to capitalise on the new world of higher rates’
Chinese stocks could hedge against Russia/Ukraine conflict
As Pictet overweights equities to take ‘advantage of attractive valuations’
Investors urged to check their portfolios for diversification
‘Exposure to UK equities that pay a dividend has been about as fashionable as my wardrobe in recent years’