Global ETF Survey 2026: Answer now →
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A historic quarter
What does this mean for portfolios? In our Q2 2022 Implementation Guide, we focus on the key investment themes laid out in the BlackRock Investment Institute’s Global Outlook.
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At the turn of the year, we flagged that markets were entering a new regime unlike any in the past half century: we expected 2022 to be another year of positive equity returns and a down year for bonds. We nudged down portfolio risk as we saw a risk of markets pricing in aggressive central bank actions in an effort to contain inflation. This played out and pushed down both bonds and stocks – faster and harder than we expected. The first quarter has been historically challenging, as policy confusion and Russia’s invasion of Ukraine have roiled markets. Still, we expect to see stocks up and bonds down for a second straight year: our base case remains that higher inflation meets with a muted central bank response, keeping real rates historically low. Stocks can thrive in this environment, but bonds still suffer as the yield curve modestly steepens.
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About Trackinsight
Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.
Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
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