Edward Jones' Mahajan Sees 8%-9% Earnings Growth in 2022

The video discusses the current state of equity markets, focusing on liquidity changes due to fiscal and monetary policies. It highlights valuation compression and the resilience of earnings growth. The discussion covers GDP growth projections and sector performance, emphasizing value and cyclical sectors in the first half of the year and tech sectors later. The video also explores investment strategies in response to global yield changes and the role of bonds as a defensive asset in portfolios.

What sectors are expected to drive earnings momentum in the back half of the year?

What is the core investment strategy mentioned for the first half of the year?

What role do bonds play in a portfolio according to the discussion?