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Outlook on Investing in 2022 (Including Review of 2021)
Manage episode 316572259 series 3299181
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On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy, and Head of Australian Equities, John Lockton.
They discuss the following;
- The market expectations for investing in 2021 compared to what we saw eventuate
- Companies and asset classes that experienced high levels of volatility in 2021
- What are the current expectations for how the omicron variant may impact equities in 2022?
- What both a bullish and bearish case for 2022 could look like
- David Cassidy's base case expectations for investing in 2022
David Cassidy's recent research on investing in 2021
https://www.wilsonsadvisory.com.au/news/another-dominant-year-for-the-us-stock-market
John Lockton's research on international borders re-opening
https://www.wilsonsadvisory.com.au/news/does-omicron-quarantine-the-recovery-in-trave
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WILSONS Financial Services Guide (FSG) can be found here
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