2022 Outlook QA: Crypto, Inflation And Energy Transition
02022 Outlook QA: Crypto, Inflation And Energy Transition Crypto, inflation and energy transition. We believe these will be the top themes of 2022 and present compelling areas of investment opportunity over the next few years, as CEO Jan van Eck discussed in his investment outlook . Average 12-Month Real Return When CPI Is At or Above Certain Levels Past performance is no guarantee of future results. See definitions and disclosures below. DAVID SCHASSLER, PORTFOLIO MANAGER AND HEAD OF QUANTITATIVE INVESTMENT SOLUTIONS : The level of inflation and how the Federal Reserve reacts to it will have the largest impact on the markets. We continue to focus on companies’ efficiency gains, historic free cash flow generation and commitment to capital discipline in the face of a dramatic rise in underlying commodity prices. If inflation persists for longer than we anticipate in the U.S., a more hawkish Fed, compared to other major central banks, would tend to be dollar positive and, consequently, unhelpful for dollar based emerging markets returns.