This week in the podcast, we recap some of the conversations we’ve been having with investors in December about our 2022 forecasts. Two big things you need to know: First, investors have been keen to discuss the downside risks to the stock market. While we’re still constructive on 2022, and are still looking for 5,050 on the S&P 500, we outline five things we’re concerned about regarding the broader market, which could generate volatility during the year, particularly early on. Second, as we’ve discussed our view that Value, Cyclicals, and Small Cap will lead early in the year while Growth, Secular and Large Cap will lead late in the year, the investors we’ve been speaking with have wanted to explore what our thoughts are on the timing and triggers of that mid-year leadership shift.

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