Can you remember a year where we as investors found ourselves staring, not only at the proverbial fork in the road, but also at a labyrinth of so many different possible outcomes, voiced by experts, that there seemed no clear path to choose? Where do we begin?
Are we risk on or risk off, with: Omicron and Covid; global tensions with Russia and China; supply channels struggling to free themselves; the reforming of corporate America’s employment base; a trillion dollar stimulus being inserted into the U.S. economy; a looming political shift in Washington, imperiling domestic programs as the nation recovers from lockdowns? These issues and more will play into the narrative of the year to follow.
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