Episode 21

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Published on:

5th Feb 2022

The 2022 Market Outlook For Investors and What to Expect?

Mark speaking: I am Mark Martiak, and this is the Martiak Market Update.

Welcome back and a festive welcome to the year 2022. Thank you for joining me as we discuss key trends shaping our industries and markets.

Today I have the pleasure of welcoming Bradford Pineault, CFA a Capital Markets Strategist for the Fidelity Institutional Asset Management team.

Our conversation today will focus on the 2022 Market Outlook and what it may mean to your investment portfolio.

Before we begin, allow me to tell you a little bit about Brad. For the past four years, Brad is responsible for delivering timely market and economic commentary to Fidelity Institutional Asset Management clients across the country. He is a Chartered

Financial Analyst (CFA®), has his master’s in management from Bryant University and B.S. degree in Finance from UMASS Dartmouth. Welcome Brad.

Format:

Interview will take place with Mark asking Brad the following timely questions related to financial markets and what it means for Investors.

Will follow the guidelines of when speaking with the media and keep the conversation away from mentioning specific situations, publicly traded companies, or stocks.

1. What do historical trends suggest that investors in

equities could see in 2022?

2. What is your base case for economic activity in 2022 as it relates to corporate fundamentals?

3. Unprecedented level of Fiscal support is ending, but organic drivers of macro growth are increasingly present – can you elaborate?

4. Will Fed monetary policy accommodate 3 or 4 rate hikes in 2022?

A. In March?

B. What could prevent the Fed from raising the fed funds

rate in March or during the first half of 2022?

5. 10-year real yields remain negative, which should provide a positive catalyst for continued economic activity – can you elaborate on this?

6. What is the forecast for large cap growth stocks this

year?

7. Can you discuss how small cap growth and small cap value

does in a rising interest rate environment?

8. What is your outlook for international equities?

9. Given the rising interest rate backdrop, what can

Investors expect from having bond allocations in their investment portfolios?


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About the Podcast

Martiak Market Update
Top Trends Shaping The Market
Martiak Market Update discusses the top trends shaping the global financial markets and economies. This podcast explores topics ranging from market updates, to the economy and personal finance. Money is knowledge, and I understand life happens and this program will help you navigate your relationship with money, with timely guidance and a unique perspective.

About your host

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Mark Martiak

Mark Martiak, Managing Director Investments, Alliance Global Partners

Mark's 30-year career spans financial services, media and publishing. At A.G.P./Alliance Global Partners, he serves individuals and institutional clients, with a special focus on the financial planning issues related to family offices, divorce, retirement, trust and estate planning. Mark has been seen as a regular guest on CNBC and FOX BUSINESS NEWS, and has previously been quoted in The Wall Street Journal.

Mark joined the A.G.P./Alliance Global Partners wealth management team in August 2019 and is a Registered Investment Adviser Representative of A.G.P./Alliance Global Partners. Mark holds his FINRA Series 7 and 66 licenses and is also licensed by various state insurance departments for life, annuities, health and disability insurance. Mark brings his clients broad-based experience earned at such major corporations as UBS Financial Services Inc, Merrill Lynch, Forbes and CRAIN's New York Business.

This unique perspective gives him a deep appreciation of the value of examining both sides of the balance sheet and weighing all aspects in a financial equation. Mark is a graduate of East Stroudsburg University with a dual BA/BS degree; he is fluent in both Russian and Spanish.

A resident of Manhattan for more than 25 years, Mark participates in community and volunteer activities and pursues personal interests in feature film production, travel, weight training, yoga and contemporary art.