The Long View: 2022 - The year of transition

Jeff Schulze  |  ClearBridge Investments  |  13 January 2022  |  0.50 CE

Key Takeaways

  • We expect more volatile equity markets with more muted returns than the last two years as the macro environment undergoes a shift in terms of phase of the economic cycle, the pandemic, monetary policy and fiscal stimulus.
  • Inflation will likely get worse over the next few months as easy comparisons from a year ago are lapped but should improve later in 2022 when comparisons become more challenging. Despite an unprecedented set of reasons for prices to soar, longer-term inflation expectations remain muted.
  • Although the current cycle could run hotter a...

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