The trajectory of inflation and policy makers’ response to it, along with a marked shift in who is trading stocks, are likely to influence markets in 2022, Co-Head of Equities George Maris argues.

Key Takeaways

  • With an economic recovery continuing, the potential exists for small caps to perform well in 2022 among both growth and value stocks.
  • While inflation has captured investors’ attention, they should also be mindful of an evolving – and relatively untested – market structure.
  • Equities investors should respect the risks posed by uncommonly concentrated markets and from not having a long-term investment approach.

MARKET GPS

2022 Investment Outlook

Preparing you for the risks and opportunities ahead.

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