Edward Jones' Mahajan Sees Era of Moderation in 2022

The video discusses the market outlook for 2022, emphasizing a moderation in economic growth, inflation, and returns. It highlights the potential for increased volatility and opportunities for risk diversification. The discussion covers return dispersion and sector rotations, with a focus on value, growth, and defensive sectors. Investment strategies are explored, advocating for balanced portfolios with a mix of index and active management, particularly in the S&P 500 and US equity markets.

What are the expectations for S&P returns in 2022 according to the text?

How does the text describe the potential for volatility in the market?

What does the term 'dispersion of return' refer to in the context of hedge funds as mentioned in the text?

What investment strategy is suggested for the year based on the text?

According to the text, what role does index ownership play in a balanced portfolio?