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.

Chris Wallis, CEO and Portfolio Manager at Vaughan Nelson Investment Management, assesses economic backdrop and market drivers as we head into a new year, including:

  • Slowing economic growth widening
  • Commodity cycle is not transitory
  • Omicron impact
  • Volatility and sector rotations on the horizon
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of November 29, 2021 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

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.
600 Travis St. Suite 6300 Houston,
TX 77002-3071,
USA 713.224.2545

Natixis Investment Managers
RCS Paris 453 952 681
Share Capital: €178 251 690
43 avenue Pierre Mendès France
75013 Paris

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.

Copyright © 2021 Natixis Investment Managers S.A. – All rights reserved