2022 Global Economic & Investment Outlook

Updated: Jan 26


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2022 Global Economic & Investment Outlook


กลับมาอีกครั้งเป็นปีที่ 6 ติดต่อกัน สำหรับการรวบรวมมุมมองด้านเศรษฐกิจและการลงทุนทั่วโลกในปีหน้า จากบริษัทด้านการลงทุนชั้นนำทั่วโลกมาไว้เพื่อต่อยอด ขัดเกลาแนวคิด และค้นหาหาไอเดีย ในการจัดสรรการลงทุน ซึ่งก็เป็นเช่นเดิมเหมือนกับทุกปีที่ผ่านมา บทความนี้ผมก็ได้รวบรวม Link ของเอกสารที่ได้รับการเผยแพร่ให้อ่านกันได้ฟรี ๆ จากสถาบันการเงิน บริษัท Asset Management และ Wealth Management ชั้นนำระดับแนวหน้าของโลก มาไว้ให้ทุกท่านอ่านไปพร้อมกันเช่นเคย


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https://1drv.ms/u/s!AmmfGpqJZQ9Rh4NsFQ8Q-pdlpDtYCg?e=nRe38H

หรือจะเลือกดูตามรายสถาบัน รายบริษัท ได้ดังนี้


Goldman Sachs

https://www.goldmansachs.com/insights/pages/outlook-2022-the-long-road-to-higher-rates.html

https://www.goldmansachs.com/insights/pages/gs-research/gs-macro-outlook-2022/gs-macro-outlook-2022-the-long-road-to-higher-rates.pdf


Credit Suisse (Global)

https://www.credit-suisse.com/microsites/investment-outlook/en.html

https://www.credit-suisse.com/media/assets/microsite-ux/docs/2021/investment-outlook-2022/cs-investment-outlook-2022-en-sp.pdf

https://www.credit-suisse.com/media/assets/microsite-ux/docs/2021/investment-outlook-2022/cs-investment-outlook-2022-en-dp.pdf

https://www.youtube.com/watch?v=63FUoRFwQVU


UBS

https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/house-view/2022/year-ahead.html

https://www.ubs.com/global/en/assetmanagement/insights/investment-outlook/panorama/panorama-end-year-2021.html


J.P. Morgan

https://privatebank.jpmorgan.com/gl/en/insights/investing/outlook

https://privatebank.jpmorgan.com/content/dam/jpm-wm-aem/documents/en/investing/outlook-2022.pdf

https://www.jpmorgan.com/insights/research/market-outlook-2022

https://am.jpmorgan.com/content/dam/jpm-am-aem/asiapacific/regional/en/insights/market-insights/year-ahead-2022/MI-WP-YearAhead2022.pdf

https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/investment-outlook/

https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/


Morgan Stanley

https://www.morganstanley.com/ideas/investment-outlook-2022-hotter-business-cycle

https://www.morganstanley.com/ideas/global-investment-strategy-outlook-2022

https://www.morganstanley.com/ideas/global-macro-economy-outlook-2022


Vanguard

https://institutional.vanguard.com/VGApp/iip/site/institutional/researchcommentary/article/InvComVEMO2022StrikingABalance

https://advisors.vanguard.com/insights/article/series/vanguardeconomicandmarketoutlook

https://institutional.vanguard.com/iam/pdf/ISGVEMO_122021.pdf


BlackRock

https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/outlook

https://www.blackrock.com/us/individual/literature/whitepaper/bii-2022-global-outlook.pdf


Merrill Lynch

https://www.ml.com/capital-market-outlook.html

https://www.ml.com/articles/outlook-2022-economy-financial-markets.html

https://olui2.fs.ml.com/Publish/Content/application/pdf/GWMOL/ME-cio-weekly-letter.pdf


Citi

https://www.privatebank.citibank.com/outlook.html


Allianz

https://www.allianzgi.com/en/insights/outlook-and-commentary/2021-outlook

https://www.allianzgi.com/en/insights/outlook-and-commentary/2022-outlook


Charles Schwab

https://www.schwab.com/resource-center/insights/content/2022-schwab-market-outlook-ebb-tide


State Street Global Advisors

https://www.ssga.com/us/en/individual/etfs/insights/etf-market-outlook

https://www.ssga.com/library-content/pdfs/gmo/2022/2022-gmo-continuing-the-climb.pdf


Franklin Templeton

https://www.franklintempleton.com/articles/hubs/2022-outlooks

https://www.ftinstitutionalemea.com/articles/cme/a-balanced-outlook

https://www.franklintempleton.com/articles/gio/disruptions-redefine-risk-and-opportunity-in-2022

https://www.franklintempleton.com/articles/allocation-views/still-looking-on-the-bright-side

https://www.franklintempletonnordic.com/articles/martin-currie/2022-investment-outlook


Barclays

https://privatebank.barclays.com/news-and-insights/2021/november/outlook-2022/


Pictet

https://perspectives.group.pictet/us/our-2022-macroeconomic-scenario-for-the-us

https://am.pictet/en/globalwebsite/global-articles/2021/monthly-market-views/asset-allocation/annual-outlook


Wells Fargo

https://investmentinstitute.wf.com/reports/2022-investment-outlook/


Macquarie

https://www.macquarie.com/au/en/perspectives/2022-global-economic-and-market-outlook.html


Janus Henderson Group

https://www.janushenderson.com/en-us/investor/market-gps-investment-outlook-2022/


Principal

https://www.principalglobal.com/knowledge/insights/global-insights-outlook-2022


ING

https://think.ing.com/bundles/ing-global-outlook-2022/

https://think.ing.com/uploads/pdf-replacements/ING_global_outlook_2022_1.pdf


Amundi

https://research-center.amundi.com/article/2022-investment-outlook-investing-great-transformation

https://research-center.amundi.com/files/nuxeo/dl/7ca3891c-c92c-49b2-a45a-923a94a03487