In this episode of Portfolio Intelligence, Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, discuss their 2022 economic projections and investment outlook.
The strategists also share what factors they’re currently watching, their expectations from the U.S. Federal Reserve, and their concerns for the U.S. and global economy in 2022. Finally, the strategists share their views on the positioning of fixed income and equity investments in 2022.
"There is great fundamental support for owning equities right now. The earnings environment looks good. The economic environment looks good, particularly here in the fourth quarter. We just want to be careful about not adding significant risk or cyclicality to portfolios next year, as we head into this more normal or modest growth environment here in the U.S." —Emily R. Roland, CIMA, co-chief investment strategist
About the Portfolio Intelligence podcast
The Portfolio Intelligence podcast features interviews with asset allocation experts, portfolio construction specialists, and investment veterans from across John Hancock’s multimanager network. Hosted by John Bryson, head of investment consulting at John Hancock Investment Management, the dynamic discussion explores ideas financial professionals can use today to build their business while helping their clients pursue better investment outcomes.
This podcast is being brought to you by John Hancock Investment Management Distributors, LLC, member FINRA,SIPC. The views and opinions expressed in this podcast are those of the speaker, are subject to change as market and other conditions warrant and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that any investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.