ETF Stream and Amundi have published a report uncovering investor sentiment and the outlook for markets over the next 12 months.

The report, titled ETF Scan: The Big Picture, provides a snapshot of how investors are readying their portfolios for the year ahead, what they see as the key asset allocation decisions and how they see markets developing.

With the end of loose monetary policy conditions in sight following the pandemic support and rampant inflation across developed markets, this year could prove to be the most challenging in decades for investors.

The majority of investors will have never managed money in an inflationary environment where central banks look set to hike interest rates at a rapid rate.

The survey results reveal investors remain relatively bullish on the outlook this year despite the risks at hand. Sentiment towards emerging markets is also improving while climate developments are set to become even more important following the COP26 summit last November.

Along with the results of the survey, Matthieu Guignard, global head of ETF, indexing and smart beta product development and capital markets at Amundi, has provided the firm’s analysis of the outlook while ETF Stream interviewed three investors to further detail how they see markets developing in 2022.

Arnaud Llinas, head of ETF, indexing and smart beta at Amundi, commented, “With teams of experts in-house, Amundi has its own views on the markets, however, it is important to step back and listen to the opinions, needs and challenges of investors so that we can help them address these.”

Tom Eckett, editor of ETF Stream, added: “We hope this report provides a detailed look into how investors are positioned over the next 12 months.

“With the sell-off in January, this year is already shaping up to be one of the toughest environments to navigate as an investor so it will be fascinating to see how it plays out in the coming months.”

To download the full report, click here.

To download a snapshot report on the inflation and ESG results, click here.

Related articles