2022 Macro & Market Outlook

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Tired of the same old market outlooks? Natixis Investment Managers Solutions Portfolio Strategists Jack Janasiewicz and Garrett Melson question today’s prevailing assumptions about the capital markets, and discuss why:

  • Peak inflation fears may be overblown.
  • The Fed’s tapering isn’t the same as tightening,
  • Valuations are only an opinion.
  • US stocks may still have more room to run.
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