Predicting events and their likely market impact over the next 12-months is always a difficult task, but the constantly shifting Covid-19 backdrop and the varying ability of policymakers to respond to its consequences has made this task all the more difficult over the past year.
With trade ideas set to have a short shelf life in this environment, we have opted to instead outline what we believe are the key thematic drivers for global markets in 2022, ranking them on their importance accordingly.
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