Investment Themes for 2022

Our investment themes for 2022 Our two main investment themes for 2022 are: • Inflation, and how we can try to mitigate it for discretionary portfolios through investment in equities, automation and infrastructure • Climate transition, focusing on opportunities in clean energy, sustainable food and electric vehicles. This leaflet explains why we have chosen these themes, and gives a brief overview of how we believe they will influence decisions in the year ahead. You can read more detailed versions of these articles, and supporting articles on the sub-themes underlying them, on our website at canaccordgenuity.com/investment-themes/. Your Canaccord Genuity investment manager will be delighted to discuss any of these topics with you, and explain how they will affect the way we manage our clients’ discretionary portfolios in 2022. Investment themes 2022 1