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December 2021 Economic Update – “2022 Outlook”

//  by Tower Bridge Advisors

In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses the economic outlook for 2022. There are many factors at play; The Fed, interest rates, COVID, supply chain disruption, inflation, etc. Jim sorts through the various issues and suggests how investors should approach portfolio management in the year ahead.

 

Tower Bridge Advisors manages over $1.3 Billion for individuals, families and select institutions with $1 Million or more of investable assets. We build portfolios of individual securities customized for each client's specific goals and objectives. Contact Nick Filippo (610-260-2222, nfilippo@towerbridgeadvisors.com) to learn more or to set up a complimentary portfolio review.

# – This security is owned by the author of this report or accounts under his management at Tower Bridge Advisors.

Additional information on companies in this report is available on request. This report is not a complete analysis of every material fact representing company, industry or security mentioned herein. This firm or its officers, stockholders, employees and clients, in the normal course of business, may have or acquire a position including options, if any, in the securities mentioned. This communication shall not be deemed to constitute an offer, or solicitation on our part with respect to the sale or purchase of any securities. The information above has been obtained from sources believed reliable, but is not necessarily complete and is not guaranteed. This report is prepared for general information only. It does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this report. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed in this report and should understand that statements regarding future prospects may not be realized. Opinions are subject to change without notice.

Filed Under: Economic Updates, Video Tagged With: Economic Outlook 2022, higher interest rates, Inflation expectations, Jim Meyer, market outlook, Philadelphia Wealth & Asset Management, portfolio management, supply chain disruptions, Tower Bridge Advisors

Previous Post: «Tower Bridge Advisors October Market Outlook Webinar October 2021 Economic Update – “This time is different – or is it?”
Next Post: January 10, 2022 – If there was a message last week, it was that speculative fever is dissipating as the Fed winds down its pace of bond purchases. No one knows when the purging of speculation will end but it probably will be with a thud, not a whimper. Market rotation to financials, industrials and energy names suggests the economy continues to thrive despite Omicron. The rotation can go a bit farther. The high growth sector got very overpriced, outpacing cyclical and value stocks for years, and it could take several more months for the rotation to run its course, allowing for some intermittent bounces and reversals. The overall market is down only modestly as the speculative fringes blow apart. »

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