2022 Multi asset outlook: watching the tide, not the waves
Invesco's 2022 multi-asset outlook predicts a positive long-term market cycle driven by high corporate and household cash levels, leading to increased consumer confidence and spending. Despite potential short-term headwinds like margin pressure, stretched multiples, and supply chain issues, equities are considered more attractive than cash and fixed income over the long run. The article suggests maintaining an allocation to high-quality growth names and trimming equity exposure slightly due to stellar returns in 2021.
https://www.invesco.com/pl/pl/insights/multi-asset-outlook.html