Market Outlook Video

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

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The distinct nature of the current economic cycle appears to have tripped up many traditional recession indicators. Several leading indicators have improved over the last six months, including an upgrade of the ClearBridge Recession Risk Dashboard to yellow from red.

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