Edward Jones's Majahan Sees Value Outperforming Growth

The video discusses the challenges faced by big tech in a year marked by significant changes in the Fed funds rate and real yields. It highlights the underperformance of growth sectors and the defensive strategies investors are adopting in anticipation of aggressive Fed moves. The discussion also covers the economic outlook for 2022, considering scenarios of inflation and growth, and the potential impact on financials and other sectors.

What sectors are suggested to be more defensively oriented in the current market?

What scenarios are being monitored regarding inflation and growth as the Fed tightens?