IG Outlook 2022: Global economy interviews

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IG Outlook 2022: Global economy with Daniel Lacalle

As 2021 comes to an end, IGTV's Daniela Sabin Hathorn is joined by fund manager and author Daniel Lacalle to talk about what to expect from global economies in 2022; including the potential risks to economic growth, stagflation, and expectations about monetary policy decisions from central banks.

 

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Outlook 2022: General markets with Tim Price

 

With ‘25% of all dollars ever printed’ having been printed in 2021, Tim Price, from Price Value Partners, says he is backing inflation protection as his big win for 2022.

With his investment style based on Benjamin Graham’s famous value investing strategy, the team at Price Value Partners is looking at resource stocks generally as an area of opportunity with a leaning towards the precious metals end of the market.

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IG Outlook 2022: AIM market with Chris Boxall

On a journey through several sectors Chris Boxall, from Fundamental Asset Management, discusses a basketful of stocks with IGTV’s Jeremy Naylor. ASOS (ASC), Boohoo (BOO), Victorian Plumbing (VIC), Team17 (TM17), Novacyt (NCYT), Jet2 (JET2), Ramsdens (RFX), AB Dynamics (ABDP), Saietta Gp (SED), Nexus Infrastructure (NEXS), ITM Power (ITM), Ceres Power (CWR), Smart Metering Systems (SMS), Eneraqua Technologies (ETP), Breedon (BREE), James Latham (LTHM), Elixirr International (ELIX), K3 Capital (K3C), Craneware (CRW), EMIS (EMIS), Animalcare (ANCR) and CVS Group (CVSG).

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IG Outlook 2022: Mining with John Meyer

With so many uncertainties, for us all, going into 2022, IGTV’s Jeremy Naylor caught up with regular IG contributor John Meyer from SP Angel about what will shape the year ahead for the mining sector. Apart from the coronavirus and expectations that stimulus will have to continue, the discussion moved to the exciting outlook for miners of battery metals for the areas of electric vehicles, renewable energy provision and battery storage. John Meyer also agreed that we could see more companies forced, like has been the case for Glencore, to move away from assets like coal and engage more with the ESG requirements of 2021 investors.

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IG Outlook 2022: Oil with Nitesh Shah

After seeing oil prices almost double in 2021, IGTV’s Daniela Sabin Hathorn is joined by Nitesh Shah from WisdomTree to discuss the outlook for oil going into 2022. Aside from the obvious risks regarding the developments of the Covid-19 virus and the restrictions on travel, Nitesh discusses the impact of production returning to pre-pandemic levels and whether supply and demand will balance out in the year ahead. To finish off, he gives his views on whether 2022 could be the year we see oil prices hit $100 per barrel once again.

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IG Outlook 2022: UK economy with Simon French

With inflation expected to peak in April 2022, according to the Bank of England, Panmure Gordon’s Simon French tells IGTV that he believes UK rates will rise twice to 0.75%. The economy, he says, will also sustain increase stock market investment resulting in a rise in the FTSE All Share index.

 

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IG Outlook 2022: Eurozone with Martin Essex

IGTV’s Daniela Sabin Hathorn is joined by Martin Essex from DailyFX to discuss his views on how the Eurozone economy is holding up heading into 2022 and where he sees EUR/USD trading in the first few months of the year.

 

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Outlook 2022: Tech sector with Pelham Smithers

How will the tech sector perform in 2022? Having experienced semiconductor shortages, supply chain disruption and Chinese intervention in China tech, IGTV’s Jeremy Naylor caught up with Pelham Smithers, founder of Pelham Smithers Associates, about the themes likely to develop in 2022. How will companies cope with increasing pressure from activist investors, can the sector engage with a move into the area of ESG and which sub-sectors could outperform?

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IG Outlook 2022: UK small cap oil with Malcolm Graham-Wood

The prospects remain healthy for oil stocks going into 2022. That’s according to Malcolm Graham-Wood from malcysblog.com. Here Malcy looks back and discusses the prospects for the year ahead by dividing his selections up into UK, International, Yield and High Beta. Here he discusses Zephyr Energy (ZPHR), Kistos (KIST), Intl Oil & Gas (IOG), Serica (SQZ), Jersey Oil & Gas (JOG), Genel Energy (GENL), Chariot (CHAR), Union Jack Oil (UJO) and Savannah Resources (SAV).

 

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Outlook 2022: Cyclical investing with Akhil Patel

While there may be a ‘correction’ in 2022, overall the forecast is good for risk on. Akhil Patel, cyclical analyst from propertysharemarketeconomics.com, told IGTV's Jeremy Naylor the peak in the current cycle is for 2025/26.

https://www.ig.com/uk/market-insight-articles/outlook-2022--cyclical-investing-with-akhil-patel-220104

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17 hours ago, MongiIG said:

Outlook 2022: Cyclical investing with Akhil Patel

While there may be a ‘correction’ in 2022, overall the forecast is good for risk on. Akhil Patel, cyclical analyst from propertysharemarketeconomics.com, told IGTV's Jeremy Naylor the peak in the current cycle is for 2025/26.

https://www.ig.com/uk/market-insight-articles/outlook-2022--cyclical-investing-with-akhil-patel-220104

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Outlook 2022: Electric vehicles with Julie Boote

Electric vehicles (EVs) have started to become ‘mainstream’ in this last year, according to Julie Boote from Pelham Smithers Associates. IGTV’s Jeremy Naylor caught up with Julie to look at where the demand is coming from and what developments are likely to move the sector next year. But EVs are expensive compared to combustion engine vehicles, and the infrastructure is not there to allow us all to charge these types of vehicles in a domestic environment. But, Boote says this is all coming.

 

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Outlook 2022: Central banks with Marc Ostwald

2021 has ended with central banks divided on how to steer the path of monetary policy to fight the resurgence in inflation. IGTV’s Daniela Sabin Hathorn is joined by Marc Ostwald from ADM Investor Services to get his views on what to expect from central banks in 2022, including rate hike projections, inflation expectations, and market reactions.

 

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Outlook 2022: US economy with Dan Nathan

Has US growth peaked in 2021? With supply chain disruptions and elevated commodity prices still present some may believe that to be the case, but many forecasts are still expecting US growth to be above 4% in 2022. Dan Nathan from Risk Reversal joins IGTV’s Daniela Sabin Hathorn to look at what to expect from the US economy in 2022, touching upon a wide range of topics including inflation, output gaps, equities, the US Dollar and much more.