The Top 10 Investment Themes For 2022
Happy New Year, everyone! As you may recall, our overall macro theme for 2021 was “The Reopening of the Global Economy.” The theme proved true as 2021 was a year marked by a sharp uptick in earnings and economic growth as the economy began its reopening process from the COVID-19 pandemic shutdown. 2021 was also a year that saw significant stock market returns (specifically in the U.S.), excessive valuations, record-setting inflation, supply chain issues, labor supply shortages, a patient Federal Reserve, and two new variants of COVID-19.
We see the overall theme for 2022 as being “Still Growing but yet Slowing” as it relates to both economic and stock market growth. This theme may ultimately prove to be the case for inflation as well as the New Year progresses. In this regard, below are our “Top 10 Investment Themes for 2022” for your review and consideration, remembering that while 2021 turned out to be far less volatile than 2020, short terms bouts of volatility may start to pick up again in 2022, as we saw late in 2021.
