Investing Beyond the Pandemic

Dr. David Kelly sits down with Jack Manley, Global Market Strategist at J.P. Morgan Asset Management to discuss the investment outlook for 2022. Despite the continued pandemic, the U.S. economy saw a powerful recovery in 2021 across equity markets, the labor market, and overall economic growth. Yet in recent months, investors have had to weigh a series of risks to both economic growth and market returns: the Fed is shifting more hawkish, inflation has surged, and valuations sit at lofty levels. Looking forward to 2022, what does this backdrop mean for investing? Where are the best opportunities for tactical positioning and strategic long-term investing?