Nasdaq outperformed post dot-com crash. Yup. And structural labor shortage strengthens demand for Technology in 2022

Labor shortage in 2022 is a demand driver for Technology/automation...

Signs of economic slowing are becoming more prevalent, allaying concerns that the economy is so "hot" that the Fed needs to further accelerate rate hikes. But the unknown is how quickly inflationary pressures abate. As our clients know, we believe goods inflation will decline faster than consensus expects, which in turn alleviates the inflationary upside risks.

And in this context, we believe investors need to bala...

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