2022 Outlook: Themes to Watch

Our themes this year revolve around the changing economic, monetary, and policy landscapes. The economy is growing steadily, but the market cycle has been accelerated by unprecedented fiscal and monetary policy support. As we move deeper into mid-cycle territory we are focusing on four key themes that will be driving market risk and returns this year.

Markets: Volatility Loves Uncertainty

The Fed: Threading the Needle

Inflation: Not Partying Like the 1970's

Bonds: Return Free Risk

Download our themes report today see how each of these topics will affect allocation targets and return outlooks for the markets in 2022.