We continue to expect above-trend global growth

J.P. Morgan Asset Management ‘Global Asset Allocation Views’ – Q1 2022

Immediately following U.S. Thanksgiving, Omicron looked to have given markets a bloody nose and scotched hopes of a “Santa Claus rally.” But early data suggest that not only are existing vaccines and boosters effective, but that the strain is both more transmissible and less aggressive than its precursors — prompting some to whisper the hope that this may be the beginning of the end of the pandemic, in turn giving markets a welcome boost.

Global growth

We continue to expect above-trend global growth in 2022, with further upside to earnings and a …