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Current Sector Views and December 2021 Recap

Jan 17, 2022

Current Sector Views and December 2021 Recap

The pace of Federal Reserve (Fed) balance sheet tapering, that started in November, accelerated in December, ... By Jon Maier; Michelle Cluver, CFA; David Beniaminov

Q4 2021 Review and Outlook

Jan 10, 2022

Q4 2021 Review and Outlook

2021 was a strong year for U.S. equity markets. The S&P 500 Index returned +11.0% in ... By Jon Maier; Michelle Cluver, CFA

2022 Outlook: The Fed’s Great Balancing Act

Dec 9, 2021

2022 Outlook: The Fed’s Great Balancing Act

With peak liquidity reached, we expect the market will pay closer attention to fundamentals heading into ... By Jon Maier; Michelle Cluver, CFA; Morgane Delledonne; Rohan Reddy, CFA

Q3 2021 Review and Outlook

Oct 5, 2021

Q3 2021 Review and Outlook

The U.S. economy rebounded sharply in the first six months of 2021, but economic expectations for ... By Jon Maier, Michelle Cluver, CFA

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