Nuveen CIO Malik Says Earnings Will 'Matter More' in 2022

The video discusses the energy market's performance, driven by tight supply, strong demand, and producer discipline. It highlights strategies for managing energy portfolios, focusing on finding value within the sector. The luxury market is analyzed, with a positive outlook due to strong consumer balance sheets and exposure to China. Challenges in the tech market, particularly for Apple, are addressed, considering macroeconomic factors and the impact of COVID-19 on demand. The importance of earnings and pricing power in driving market performance is emphasized.

What are the expectations for earnings in 2022 according to the text?

What is the outlook for the luxury sector as discussed in the text?

How does the macroeconomic environment affect companies like Apple?