We’re pleased to share the new 2022 Outlook edition of Investment Strategy Quarterly.  This issue features timely perspectives from a number of our firm’s leading investment professionals, including Chief Investment Officer Larry Adam along  with our premiere equity strategists, fixed income directors, chief  economist, research analysts, and more.

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Inside, you’ll find:

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·         A  letter from Larry Adam discussing our 10  Themes for 2022: Seeking the Thrill of Victory

·         A  look at GDP, inflation, and monetary policy – 2022 Economic Outlook: Turbulence  Ahead

·         A  discussion of ongoing logistical bottlenecks – Spotlight on Supply Chains

·         A  spotlight on the policy agenda – What  to Expect from DC in 2022: Will DC Continue to Be a Market Tailwind?

·         An  outlook on the stock market – 2022  Equity Outlook: Bullish on Earnings

·         A  comparison of domestic and international markets – The Rest of the World in 2022

·         A  reflection on yield generation in current market conditions – 2022 Fixed Income Outlook: Rethinking  Fixed Income

·         An  examination of oil, natural gas, and low-carbon energy sources – Energy Transition Is Here to Stay

·         And  our regular features – Economic  Snapshot and Sector Snapshot

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