Markets and Economy

Q4 2021 Economic & Market Outlook

By Jason Herried, David Carroll • October 19, 2021

2 minute read time

In our Q4 Economic and Market Outlook, Johnson Financial Group’s Dave Carroll and Jason Herried discuss their view on: 

  • Economic growth outlook for 2022
  • How bottlenecks are adding to inflationary pressure
  • Expectations for Fixed Income and Equity markets
  • How we are investing portfolios

Listen to the Outlook

Listen in as Dave Carroll and Jason Herried take you through a quick outlook for the fourth quarter of 2021, going into 2022.

ABOUT THE AUTHORS

Jason Herried

Jason Herried

SVP Director of Equity Strategies, Portfolio Manager CFA® | Johnson Financial Group

As Senior Vice President, Director of Equity Strategy and Wealth Portfolio Manager, Jason develops and builds customized portfolio strategies for our individual, institutional and non–profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.

David Carroll

David Carroll

SVP Portfolio Manager | Johnson Financial Group

As SVP Portfolio Manager, Mr. Carroll is a member of the Investment Strategy Group, which crafts the firm’s investment strategy, approves investment managers and monitors research efforts. He is responsible for implementing policy decisions into the investment portfolios of individual clients as well as foundations and endowments.

This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security. Opinions expressed herein are as of the date of this report and do not necessarily represent the views of Johnson Financial Group and/or its affiliates. Johnson Financial Group and/or its affiliates may issue reports or have opinions that are inconsistent with this report. Johnson Financial Group and/or its affiliates do not warrant the accuracy or completeness of information contained herein. Such information is subject to change without notice and is not intended to influence your investment decisions. Johnson Financial Group and/or its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Certain investments, like real estate, equity investments and fixed income securities, carry a certain degree of risk and may not be suitable for all investors. An investor could lose all or a substantial amount of his or her investment. Johnson Financial Group is the parent company of Johnson Bank, Johnson Wealth Inc. and Johnson Insurance Services LLC. NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUEAbo