2022 Market Preview: New Year’s Resolutions for the Federal Reserve and Investors

January 25, 2022 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner

Financial markets kick off 2022 against a backdrop of elevated inflation, a(nother) COVID surge, looming interest rate hikes, an undersupplied labor market, and booming equity returns over the last three years. In particular, concerns over rising inflation and higher rates have forced policymakers and investors to look more closely at their respective responsibilities, and we expect notable changes from both parties in 2022. When looked at more closely, these pivots are not much different than some of the New Year’s resolutions that people make each year.

In this letter, Director of Research Greg Leonberger, FSA, EA, MAAA posits:

  • The Fed resolves to lose weight and exercise more
  • Consumers reduce debt and increase savings
  • Can bond investors adopt a more positive outlook for 2022?
  • Will equity markets ever stop smoking?
  • Should equity investors travel more to enhance their return potential?
  • Learn something new to achieve risk and return goals
  • Reduce stress

Read > 2022 Market Preview: New Year’s Resolutions for the Federal Reserve and Investors

Download > 2022 Market Preview Report with 150+ additional charts and data, organized by asset class

Watch >  2022 Market Preview Video with presentations by our research team analyzing last year’s performance as well as trends, themes, opportunities, and risks to watch for in 2022

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner

Get to Know Greg

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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