FNArena’s Weekly Insights – March 21 2022
In this week’s Weekly Insights:
-Preparing For August
-Conviction Calls
-Research To Download
-No Weekly Insights Next Week
By Rudi Filapek-Vandyck, Editor FNArena
Preparing For August
“Earnings growth expectations have been reduced dramatically since the start of the year. Higher commodity prices will lead to weaker consumer demand and lower economic growth.
As a result, we believe the global earnings growth for stocks in 2022 will be less than five percent, or approximately half of the current market expectation. With increasing geopolitical tensions and recession risk the market will struggle in returning positive returns to investors.“
[Lewis Grant, Senior Portfolio Manager – Global Equities, at Federated Hermes]
