Strategy Newsletter – 1st Quarter 2022
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- A robust economic recovery brings about inflation and the expectation that the Fed will step in.
- Equities had an excellent year as the growth versus value debate continues.
- Rising yields raise investors’ expectations for the future.
- REITs look less cheap than a year ago.