Q2 2022 U.S. Stock Market Outlook Webinar - APAC Edition

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Presented by

Dave Sekera, Chief U.S. Market Strategist; Preston Caldwell, Head of U.S. Economics

About this talk

In our 2022 Outlook, we noted that we viewed the U.S. equity market as overvalued and reviewed several headwinds including the slowing rate of economic growth, tightening monetary policy, hot inflation, and rising interest rates. Compounding these headwinds, commodity prices skyrocketed following Russia’s invasion of Ukraine. Join us as we discuss whether these headwinds have played out and the long-term implications surrounding the sanctions issued against Russia. We will then review the valuation dislocations we see across the stock market and highlight the best opportunities across our sector and stock coverage for investors. In this continuation of our popular quarterly Market Outlook series, Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics, will discuss how to help your clients understand current market valuations and identify pockets of opportunity. Additionally, we’ll cover: • Key valuation context that will help you explain the stock market outlook to your clients and highlight where we see value for investors today. • Our economic outlook for the U.S., including our growth and inflation forecasts. We’ll assess the likelihood that inflation pressures (and the Fed’s response) push the economy back into recession. In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we will identify where we see value today. In addition, we will review sector valuations and review individual stock valuations. Following the prepared presentation, we will be happy to address as many questions from the audience as time allows.
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