Uploaded February 2022 | Updated September 2026, 1 hour ago

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COL Market Outlook: Investing Trends in 2022
Global Outlook by Anis Tiasiri
Recorded on January 28, 2022

Anis Tiasiri, Executive Director of South East Asia Funds from J.P. Morgan Asset Management, discusses his outlook on the global market and which regions should we focus on more this 2022.

- Introduction [0:00]

- COVID-19 vaccinations and infections [3:29]

- Global growth: Real GDP growth across US, China, Europe, and Japan [5:26]

- Global economy: Inflation [6:27]

- Expectations and outlook on US Inflation [7:48]

- G4 central bank policy rates and market expectations [11:44 ]

- China: Economic snapshot [12:54]

- Global equities: Earnings expectation [16:40]

- Global fixed income: Yields and duration [18:12]

- Alternative sources of income [19:19]

- Portfolio construction, asset class returns and volatility this 2022 [21:41]

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