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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Anatomy of a Recession
AOR Update: Election Implications for U.S. Equities

AOR Update: Election Implications for U.S. Equities

Trump’s pro-business tax and regulatory policies should boost the outlook for corporate profits enough to offset headwinds from tariffs and higher bond yields.

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