Earnings Cycle in 'Less Favorable' Faze, Ned Davis' Clissold Says

The video discusses the impact of geopolitical risks on the economy, highlighting research from Morgan Stanley. It explains how markets typically react to crises, with initial negative reactions followed by recovery. The role of the Federal Reserve and interest rate hikes is also examined. The discussion shifts to corporate earnings, emphasizing the challenges posed by inflation and high margins. The video concludes with investment strategies for 2022, suggesting a neutral stance with a focus on asset allocation, including equities, bonds, and cash, to manage risk effectively.

What is the expected return for the S&P 500 as mentioned in the text?

What strategies are suggested for managing equity allocation in the current market conditions?