Stranger Things: Macro & Market Outlook 2022

By Jack Janasiewicz, CFA® - Garrett Melson, CFA®

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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Natixis Advisors, LLC provides discretionary advisory services through its division Natixis Investment Managers Solutions. Discretionary advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC.

Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

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