Oooohhh, predictions eh! Letās see how many people are brave (or stupid) enough to risk looking very silly in 12 months time.
Well hereās my go at it.
Seen as I am an investment novice I wouldnāt take any notice of my crystal ball, but here goes anyway;
US-listed Chinese companies to continue to be very volatile.
Virgin Galactic to be hit by even more perennial delays.
Diageo to continue to be as strong and as stable a company to invest in on the FTSE.
Airlines and Cruise companies to come through the worst and start to recover properly.
Oh and for me to continue to invest in the wrong way and buy way, way more Aston Martin shares than I can sensibly afford, and to put all my eggs in the iconic British heritage brands basket.
The ābe greedy whilst others are fearfulā quote could pair well with luxury travel for the wealthy as the majority are unable to or worried to.
American equitiesā¦ if doubling, tripling or quadrupling your investment over two years is not enough, you could be daydreaming to do that again. Elevator up, stairs down quote.
Developed Europe looks cheap, sounds cheap and likely is cheap. Soo much growth potential in Europe with many sectors entering a boom. Plus, surely some of those American gains will diversify into Europe?
I know a lot of the particularly frothy stocks are more concentrated in the US (EVs, Nvidia etcā¦) but the broad index isnāt up anywhere near that much. To push the whole S&P down 15% would require a sell off across most sectors.
I do think Europe will likely close the earnings multiple gap a bit this year as it is less exposed to those sectors and especially if rates keep rising. I think it would still take a big geopolitical event to bring about the kind of shift you describe though.
They already have, the regions are pretty well correlated. European stocks in hot sectors (like tech) are at very lofty valuations as well - ASML tripled in value over that timeframe. We just have hardly any stocks in those sectors.
My prediction is that the government are aiming for heard immunity to avoid lockdowns as they feel Omicron is less severe so leaving people to get infected and recover and those who are extremely vulnerable to or relying on them having 3 vaccine shots. But clearly not working as the numbers in hospitals show.
But we can all get booking our holidays. Carnival Cruise up over the past month
is in full working order! 
or relying on them having 3 vaccine shots. But clearly not working as the numbers in hospitals show.