Capital Perspectives January 2022

Tony Roth |
Investment Management
Capital Perspectives

In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses the inflation trajectory—the single most important variable shaping the economic and market outlook in 2022. A pivotal element impacting the demand and supply sides of the inflation equation is the long‑awaited rotation from goods consumption to services.

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Episode 45:
2022 Capital Markets Forecast—The Adaptive Brilliance of Business

Tony Roth and Meghan Shue |
Capital Considerations with Tony Roth

December 15—“Global resource disorder.” It’s a term the team coined to convey the severe labor market shortage which—more than any other economic factor—has brought about a massive breakdown in the normally well-oiled global supply chain.

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Episode 44:
2022 Capital Markets Forecast—An Economic Cycle Unlike Any Other

Tony Roth and Luke Tilley |
Capital Considerations with Tony Roth

December 15—The health crisis of the past two years has resulted in acute dislocations among key pockets of the economy, leading to a cycle that is unprecedented. We face inflation that’s at its highest in nearly four decades and the tightest-ever labor market. Chief Investment Officer Tony Roth and Chief Economist Luke Tilley discuss the disconnects within the economy, the anticipated trajectory for inflation, and much more. Please listen to important disclosures at the end of the podcast.

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