Nuveen���s Malik Sees Markets Taking a Breather for Rest of 2021

The video discusses the challenges and catalysts for the market in 2022, highlighting the impact of market valuations, earnings, and rate hikes. It explores opportunities in the Med Tech sector as procedures resume post-COVID. The shift from advertising to ecommerce is examined, with a focus on Amazon's logistics investments. The video also compares large and small caps, noting the advantages of scale for larger companies and the potential for small caps to thrive amid rising interest rates and inflation.

What are the two main challenges for the markets as we look into 2022?

• Technological disruptions and labor shortages

• Market valuations and earnings growth

• High inflation and low interest rates

• Political instability and trade wars

Which sector is expected to ramp up due to deferred procedures and the introduction of vaccines?

• Automotive

• Retail

• Med tech

• Energy

What is a key factor that could benefit Amazon in the future?

• Increased advertising spending

• Expansion into new markets

• Investments in logistics

• Reduction in workforce

How are larger companies better equipped to handle market challenges compared to small caps?

• They have more flexible business models

• They can leverage scale for margin pressures

• They are more innovative

• They have less regulatory scrutiny

Why might small caps perform well in an inflationary environment?

• They have better access to capital

• They are less affected by global events

• They can be more nimble

• They have higher profit margins