Anatomy of a Recession Market Outlook Video

2022 Inflation Outlook: Transitory or Structural?

Investment Strategist Jeff Schulze, CFA, and Investment Strategy Analyst Josh Jamner, CFA, discuss the likely trajectory of inflation in 2022 and the good news for long-term equity investors in the face of rising interest rates.

 

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Midyear U.S. Equity Outlook: Looking Toward 2026 for Upside

Midyear U.S. Equity Outlook: Looking Toward 2026 for Upside

While we are neutral on stocks near-term due to tariff uncertainty and valuations, multiple catalysts could drive an earnings acceleration in 2026 as current risks dissipate.

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