Peak Inflation / Growth
After a very difficult 2021 where active investing was challenged by multiple waves of COVID and inconsistent policy from the Federal Reserve, we are going to spend time this week reviewing the key factors that led to challenged returns in 2021, and why we think the pieces are in place for a better 2022.
In addition to our weekly market & portfolio review, we are also going to review three key events that took place over the past month that suggests growth may outperform value in 2022.
Key Takeaways
- It’s been a frustrating year, but 2022 looks more attractive with discounts abound.
- Inflation and growth appear to be slowing
- Moderating growth may help investors realize the value in beaten-up areas of the market
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