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Deep Dive: 2022 Market Expectations

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Content provided by Evergreen Gavekal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Gavekal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions:

-What is our investment committee's outlook on financial markets for the year?

-More specifically, which sectors do we think are set to outperform (and underperform)?

-How do we see the income landscape adjusting in 2022?

-What major risks to the market are we managing around in client portfolios?

As always, we hope you enjoy the listen!

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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74 episodes

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Deep Dive: 2022 Market Expectations

Evergreen Exchange

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Manage episode 316726461 series 2905641
Content provided by Evergreen Gavekal. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evergreen Gavekal or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions:

-What is our investment committee's outlook on financial markets for the year?

-More specifically, which sectors do we think are set to outperform (and underperform)?

-How do we see the income landscape adjusting in 2022?

-What major risks to the market are we managing around in client portfolios?

As always, we hope you enjoy the listen!

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

  continue reading

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