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22 Dec 2021 5 min read 2021 was another year full of twists and turns, so what will 2022 bring? As we hastily forge our new year’s resolutions, our attention has turned to what’s next. Here are 10 themes our Asset Allocation team will be mulling over before welcoming in the new year.
Putting football rivalries aside, we think Croatia has a lot going for it. We expect Croatia to be a clear winner from the EU Recovery Fund, and the country could join the euro as soon as mid-2022, with all the associated support that brings. I discussed this and more in a recent interview on Bloomberg TV.
The potential removal of the filibuster in the US senate may open the door to more legislative action, but equities have yet to price in this possibility. Last week, President Biden for the first time endorsed eliminating the filibuster from the US senate, following similar comments from Senator Manchin (a centrist Democrat and key swing vote in the upper chamber) earlier in the year.
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