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Global and Thematic Equities Outlook

Alex Tedder, Head and CIO of Global and US Equities

Pricing power will be the key for global shares in 2022. Here's why.

The significant disruption to supply chains seen in 2021, largely linked to COVID-19-related capacity shutdowns and transportation bottlenecks, is set to diminish as we move into 2022.

Supply-chain backlogs historically adjust quite rapidly after periods of stress as the market responds to higher demand and rebuilds inventory. We see no reason to assume this won’t be the case in 2022, and, indeed, freight-shipping rates have already started to fall.

 

READ MORE »

 


US Equities Outlook

Bob Kaynor, Head of US Small and Midcap Equities

Although the US economy is set to grow in 2022, higher costs and wage pressures could squeeze profit margins.

The combination of a healthy US consumer segment, higher government spending on infrastructure and social programs, and increased corporate capital expenditure (capex) could lead to higher growth over the next few years for the US economy. We believe growth will be broader-based and focused on improving supply chains, automation to tackle dependence on a tight labor market, and emerging areas of the market to address climate risk.

 

READ MORE »

 


Emerging Markets Outlook

Andrew Rymer, CFA, Emerging Markets Investment Specialist

Slower growth in China and the Federal Reserve taper have contributed to a relatively downbeat outlook for emerging markets. Could the mood music be set to change in 2022?

As we head into 2022, it’s very encouraging that the rate of vaccinations in emerging markets has seen a marked acceleration, even as new variants such as Omicron continue to pose a risk. This has helped support economic growth, but an encore is unlikely in 2022.

 

READ MORE »

 


China Outlook

Andrew Rymer, CFA, Emerging Markets Investment Specialist

Will economic growth stabilize in 2022? Could we see an easing in regulatory pressures?

After such a strong recovery from COVID-19 last year, 2021 was always going to be a different story for China. After all, China led the macroeconomic recovery after the initial outbreak of the pandemic; the so-called “first-in-first-out” effect.

 

READ MORE »

 

  • Global and Thematic Equities Outlook

     

    Global and Thematic Equities Outlook

    Alex Tedder, Head and CIO of Global and US Equities

    Pricing power will be the key for global shares in 2022. Here's why.

    The significant disruption to supply chains seen in 2021, largely linked to COVID-19-related capacity shutdowns and transportation bottlenecks, is set to diminish as we move into 2022.

    Supply-chain backlogs historically adjust quite rapidly after periods of stress as the market responds to higher demand and rebuilds inventory. We see no reason to assume this won’t be the case in 2022, and, indeed, freight-shipping rates have already started to fall.

     

    READ MORE »

     

  • US Equities Outlook

    US Equities Outlook

    Bob Kaynor, Head of US Small and Midcap Equities

    Although the US economy is set to grow in 2022, higher costs and wage pressures could squeeze profit margins.

    The combination of a healthy US consumer segment, higher government spending on infrastructure and social programs, and increased corporate capital expenditure (capex) could lead to higher growth over the next few years for the US economy. We believe growth will be broader-based and focused on improving supply chains, automation to tackle dependence on a tight labor market, and emerging areas of the market to address climate risk.

     

    READ MORE »

     

  • Emerging Markets Outlook

    Emerging Markets Outlook

    Andrew Rymer, CFA, Emerging Markets Investment Specialist

    Slower growth in China and the Federal Reserve taper have contributed to a relatively downbeat outlook for emerging markets. Could the mood music be set to change in 2022?

    As we head into 2022, it’s very encouraging that the rate of vaccinations in emerging markets has seen a marked acceleration, even as new variants such as Omicron continue to pose a risk. This has helped support economic growth, but an encore is unlikely in 2022.

     

    READ MORE »

     

  • China Outlook

    China Outlook

    Andrew Rymer, CFA, Emerging Markets Investment Specialist

    Will economic growth stabilize in 2022? Could we see an easing in regulatory pressures?

    After such a strong recovery from COVID-19 last year, 2021 was always going to be a different story for China. After all, China led the macroeconomic recovery after the initial outbreak of the pandemic; the so-called “first-in-first-out” effect.

     

    READ MORE »

     

Important Risks: Investing involves risk, including the possible loss of principal. • Foreign investments may be more volatile and less liquid than US investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater, and include additional risks, for investments in emerging markets, such as China. • Investments in particular sectors may increase volatility and risk of loss if adverse developments occur.   

The views expressed herein are those of Schroders Investment Management (Schroders), are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Schroders or Hartford Funds.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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