2022 presents a series of ongoing uncertainties for investors to navigate. Shocks include the rolling virus progression, related supply chain issues, sticky inflation, and a rapidly shifting Fed narrative. As the year progresses Washington along with the mid-term elections will become a focus as well. Flexibility and not remaining anchored to a rigid view will be as important as ever for investors in the year ahead. Cyclicals vs Defensives is our basic stance, but we will look to discuss the potential rising risks that could impact that view. Sector, industry, and factor considerations throughout a host of scenarios will be considered.
Dennis DeBusschere is President of 22V Research and chief market strategist. Prior to helping found 22V Research, he began his career in sales at Merrill Lynch. Dennis then went on to head Evercore ISI’s Portfolio Strategy Research and Quantitative Research teams and sit on the firm’s Investment Policy Committee. Dennis has consistently been one of the top-ranked portfolio strategists in the Institutional Investor’s annual poll. His daily market note covers major macro and micro events, analyzing their tactical/short term impact on markets as well as their implications for longer term market themes. Dennis graduated from University of Delaware in 1999 with a dual major in political science and economics.
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