Market Outlook Videos

AssetTV Global Equity Outlook for 2022

In a wide ranging discussion with AssetTV, Portfolio Managers Dmitry Khaykin, Elisa Mazen and Margaret Vitrano take the pulse of the segments of the U.S. and international equity markets they target. They also assess inflation and regulatory risks heading into 2022, discuss secular trends they are watching and explain how a sharper ESG mindset by public companies points them to opportunities.

 

To learn more about the outlook for infrastructure in 2022, click the button below. 

Click Here To View Our Infrastructure Outlook for 2022 Article

Elisa Mazen
Elisa Mazen
Dmitry Khaykin
Dmitry Khaykin
Margaret Vitrano
Margaret Vitrano
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Midyear Outlook: Earnings Buoy Case for International Equities

Midyear Outlook: Earnings Buoy Case for International Equities

Earnings revisions outside the U.S., particularly in emerging markets, have moved materially higher, with earnings momentum often a key driver of sustained market outperformance.

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