A post-pandemic world would mark a new era
![The post-pandemic world marks a new era](https://www.jupiteram.com/uploads/2021/11/5b7b5323aaeb1ee7f0a396a18ae02b9c/101281-outlook22-gegu-nzs-web-image-1200x630px.jpg)
There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.
Emerging markets in 2022: headwinds to become tailwinds
![Emerging markets in 2022: headwinds to become tailwinds](https://www.jupiteram.com/uploads/2021/12/3db2f0db05687c82a6083437dc77d039/101280-outlook22-gem-equities-web-tile-500x300px.jpg)
Nick Payne, Head of Strategy, global emerging markets focus, explains why 2022 could be a strong year for emerging countries after their vaccination programmes catch up.
Have we reached peak bearishness on Emerging Market Debt?
![Have we reached peak bearishness on Emerging Market Debt?](https://www.jupiteram.com/uploads/2021/11/f1ae82e6e7ae25aa31684be5398d69ac/101277-outlook22-emd-web-tile-500x300px.jpg)
Alejandro Arevalo and Jupiter’s Emerging Markets Debt team argue that the asset class may offer plenty of opportunities in 2022 as its valuations are relatively very cheap.
European outlook: four megathemes
![European outlook: Four megathemes](https://www.jupiteram.com/uploads/2021/11/8a8d1bf313d15420a7aadf14c578c7f7/101279-outlook22-european-equities-web-tile-500x300px.jpg)
The longer-term trends that are likely to impact investment performance in European equities.
Financials fighting to find opportunities in the next digital revolution
![Financials fighting to find opportunities in the next digital revolution](https://www.jupiteram.com/uploads/2021/11/9c17e15f57f3c4050254be5975c3ecb8/101288-outlook22-financial-equities-web-tile-500x300px.jpg)
Banks are fighting back against fintech companies by embracing innovation, poaching top tech talent, and changing their ways of working says Guy de Blonay, Head of Global Financials and Innovation.
Our hopes for people, planet and profit
![Our hopes for people, planet and profit](https://www.jupiteram.com/uploads/2021/11/c0b7ac4e5990d1473c214e320538295f/101283-outlook22-gse-web-tile-500x300px.jpg)
Abbie Llewellyn-Waters, Freddie Woolfe, and Jenna Zegleman of Jupiter’s Global Sustainable Equity strategy, set out the progress they would like to see in 2022 and in years ahead on climate change, inequality and biodiversity.
Gold, shrinkflation and real money
![Gold, shrinkflation and real money](https://www.jupiteram.com/uploads/2021/11/91f26a950fe05b408dc1c34ee1bb58d6/101285-outlook22-monetary-metals-web-tile-500x300px.jpg)
Ned Naylor-Leyland discusses shrinkflation and how gold has value as real money and as a hedge against the loss of purchasing power.
Three key themes for Japan in 2022
![Three key themes for Japan in 2022](https://www.jupiteram.com/uploads/2021/12/ac15be61cadd5d28e3f74c722407d3f2/101284-outlook22-japan-equities-web-tile-500x300px.jpg)
Dan Carter and Mitesh Patel assess the outlook for Japan in 2022, from a drive for a “new capitalism” to the emerging potential of low carbon technologies.
Central banks to back-pedal in 2022?
![Central banks to back-peddle in 2022?](https://www.jupiteram.com/uploads/2021/11/fd8ab4239b02c9c869bf301b52575ee2/101286-outlook22-multi-manager-web-tile-500x300px.jpg)
The Jupiter Merlin team look ahead to 2022, which promises to be a year in which central banks reverse course on policy and Covid stubbornly refuses to disappear.
Coming to terms with a two-speed global economy
![Coming to terms with a two-speed global economy](https://www.jupiteram.com/uploads/2021/11/1458c00e33ecbdcfcb767274a32ca0eb/101272-outlook22-sarb-web-tile-500x300px.jpg)
Mark Nash and Jupiter’s Fixed Income Alternatives team say the divergence in growth between the US and the rest of the world may stymie attempts to tame inflation.