Insights

2022 ETF Market Outlook Update: The First Major Shift in the Investment Environment in 40 Years

  • Behavioral biases make it easy for investors to lose sight of the forest for the trees and get laser focused on the day-to-day headlines that move markets. This short-sightedness suggests investors risk missing the first major shift in the investment landscape in four decades.
  • Learn how to reposition portfolios for rising rates, surging inflation, deglobalization and a war that's drawn in regional and ideological alliances.

Chief Investment Strategist
Head of SPDR Americas Research

The COVID-19 pandemic, the US-China trade war, the end of quantitative easing and the Russia-Ukraine War have combined to end four decades of falling interest rates, benign inflation, a peace time dividend and globalization trends.

Today’s new investment environment is characterized by rising rates, surging inflation, deglobalization and a war that's drawn in regional and ideological alliances. Therefore, what has worked for portfolios over the past 40 years may not work for the next 40. Hear Michael Arone, CFA, Chief Investment Strategist, US SPDR Business, and Matthew Bartolini, CFA, Head of SPDR Americas Research, discuss this structural turning point and outline three portfolio tilts to consider – with tickers.

Find additional insight on how to manage risk in the face of the Russia-Ukraine War and how to remain focused when faced with bouts of market volatility on our SPDR blog.


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