Slowing Growth, Strong Dollar, Sector Rotations: Equity Outlook 2022
2022 economic backdrop and transitioning markets are explored by Chris Wallis, CEO, Vaughan Nelson Investment Management.
- Slowing economic growth widening
- Commodity cycle is not transitory
- Omicron impact
- Volatility and sector rotations on the horizon
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Commodity-related investments, including derivatives, may be affected by a number of factors including commodity prices, world events, import controls, and economic conditions and therefore may involve substantial risk of loss.
Vaughan Nelson Investment Management, L.P
An affiliate of Natixis Investment Managers.
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This communication is for information only and is intended for investment service providers or other Professional Clients. The analyses and opinions referenced herein represent the subjective views of the author as referenced unless stated otherwise and are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material.
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