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2022 Outlook and Quarterly Chartbook

January 05, 2022
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Our 2022 Outlook titled, “Finding the Right Ingredients for the Next Course” is now available. We discuss the economic recovery and how the Fed will likely play a larger role as it becomes less accommodating. Much of the recovery thus far has been driven by the purchases of goods rather than services. In 2022, we are hopeful people will go on more vacations and dine out more.

In this outlook, we pay tribute to the restaurant industry which was hit hard by this pandemic and make fun parallels between investing and Italian cuisine.

In addition to the complete outlook, we have a fun video that explores the parallels between investing and Italian cuisine. Click below to peruse the menu and see what’s cooking for 2022! Buon Appetito!

Quarterly Chartbook

Alongside our 2022 Outlook, our Quarterly Chartbook shows the current readings of several key economic indicators that typically shapes our views of the outlook. The document showcases the economic data rebounding from extremely low levels and now slowing from high levels. We also offer comparisons of current conditions against historic levels, which may be useful in developing an understanding of different market segments and of their relative value.

Coming soon!

We will be hosting our 2022 Market Outlook Webinar very soon. Be on the lookout for an invitation and more details!