Global equities in 2022: Three key themes to watch
In this episode on the Good Value podcast (recorded Monday 31 January, 2022), Jacob Mitchell and Alison Savas discuss three key themes to watch in global markets in 2022:
- Rising real yields in the US
- The potential for China to loosen
- Europe to outperform on a normalisation in services spending and a potential household re-leveraging cycle in the West.
They also share Antipodes’ stock to watch in 2022 – Seagate Technologies (NASDAQ: STX)
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2 February 2022
Alison Savas, Client Portfolio Manager