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2022 Outlook Cover

2022 Outlook: Balancing Acts

We share our 2022 Outlook: Balancing Acts, again providing our views for three possible scenarios for the coming year. Our base case is modestly positive, informed by our view that we’ll see various “balancing acts” during the year, including Fed policy, government COVID regulations, and business strategy to deal with inflation. We also comment on more positive and negative scenarios, and, finally, we include our guidance on portfolio positioning and dynamic leanings.

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Thank you for your interest! We hope you find our 2022 Outlook valuable.