Walkner Condon’s team of experienced financial advisors explores key topics that are top-of-mind as we transition out of 2021 and into a new calendar year, featuring the market outlook and review from Syl Michelin, a Chartered Financial Analyst™. Other topics include index funds, sector & factor performance, a pair of U.S. expat-focused pieces, and more.
Below you can find a breakdown of the individual pieces in this year’s outlook.
1. The Year of Impossible Choices: 2021 Market Recap & 2022 Outlook
Syl Michelin, Chartered Financial Analyst™
Through a lens of current and historical data, Walkner Condon’s resident CFA® – and one of our U.S. expat advisors – explores the last year in the markets, with an eye on factors that may impact 2022.
2. It Only Gets Harder from Here: Valuations, Bond Environment & Wage Growth
With a multitude of market highs throughout 2021 and a long stretch of gains post-2008 financial crisis, it would appear the “easy” money, if we can call it that, has been made. In this piece, Clint dives into the three main challenges as we move forward into 2022.
3. Reviewing 2021 Sector and Factor Performance and Positioning in 2022
Mitch DeWitt, CFP®, MBA
The markets were up routinely throughout 2021, but that doesn’t mean the gains were shared equally. Mitch discusses the sector winners (and losers) of the last year, along with what factors – things like high beta, value, and quality – had their day in the sun. He also goes into what might be on the horizon this year.
4. Exploring Index Funds: History, Construction, Weightings & Factors
The goal of this piece from Nate is to provide a general overview of indexes, the differences in how indexes are constructed, including equal-weighted indexes versus market capitalization-weighted indexes, and passive and factor indexing strategies.
5. Three Reasons to Look at Investing Internationally in 2022
Keith Poniewaz, Ph.D.
Though the U.S. dollar had its best year since 2015 in 2021, Keith – another of our expat advisors – explains several reasons to think about international investments in 2022, including the very strength of that U.S. dollar, valuations, and the rest of the world’s growth in GDP.
6. Top Five International Destinations for U.S. Expats in 2022
Stan Farmer, CFP®, J.D.
One of our U.S. expat experts, Stan jumps headfirst into possible locations for Americans to consider in 2022 if they’re thinking about a move abroad – or even if they’re just wanting to dream a little bit. Stan covers ground in South America, Europe, and Asia in this thorough piece, perhaps his first crack at being a travel journalist in his spare time.