AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Constructive on Sectors for Earnings Growth in 2022
The sectors are pretty widely spread as far as what the expectations for earnings growth is. Not all of the ones that I'm constructive on are showing great earnings opportunities in 2022. Financials had a great year in 2021, both earnings and price return. So it's not just earnings as the main driver. It's about the environment as well.