The Biggest Investment Themes Heading Into 2022

No matter how old I get, it never ceases to amaze me how much can happen in a year.

Exactly 12 months ago today, inflation was running at only 1.1%, oil was still under $50 per barrel and Bitcoin was trading at $18,260. Virtually no one had been vaccinated against COVID-19, and even fewer people had ever heard of the word omicron – let alone that it is a letter in the Greek alphabet.

Try to imagine, then, what we’ll be talking about 12 months from now. No one can predict the future, of course; otherwise, we’d all be multi-billionaires.

At the same time, there are a number of key investment themes for 2022 I feel most people would agree on. Below are just a handful.