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2022 Portfolio Outlook with Brian Rauscher

Thursday, January 13, 3PM ET
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Webinar for members only

Please join us on Thursday, January 13 at 3:00 PM ET for a live webinar and Q&A with Brian Rauscher, Head of Global Portfolio Strategy & Asset Allocation @ FSInsight.

Brian will present his 2022 outlook, addressing the following questions. In addition, he will provide his S&P 500 OEPS estimates and price targets, as well sector positioning, and individual stock ideas that should help investors outperform.

for FSI Macro and FSI Pro members only
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Event Agenda

- More equity gains likely – is S&P 6000 possible?
- The Wall of Worry is building again, but will fear to be worse than reality?
- We hear lots of talk about where we are in the cycle? What if there isn’t a cycle right now?
- Will sectors/sub-industries be more important than individual stock picking?
- Traditional factor analysis has struggled to add alpha, but can the earnings revision factor continue to shine?

Panel of Speakers

Tom Lee

Brian Rauscher, CFA

Head of Global Portfolio Strategy and Asset Allocation

Prior to joining FSInsight, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund.

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