What themes are expected to drive the market higher in 2022 according to the discussion?
Stay Invested In Stocks, Says BlackRock's Moore
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The video discusses the current market trends, focusing on the S&P's performance driven by tech, the impact of earnings season, and the importance of company guidance. It highlights the role of big tech and market rotations, emphasizing the need to stay invested. The discussion also covers the effects of rising COVID-19 cases on supply chains and the potential for normalcy in 2022. Finally, it explores investment opportunities in sustainability and infrastructure, stressing the importance of a diversified approach.
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How are companies managing supply chain issues according to the speaker?
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What investment opportunities are highlighted in relation to sustainability and ESG?
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