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.