HomeInvestment Themes To Watch In 2022 / Stock Picks
Investment Themes To Watch In 2022 / Stock Picks

One thing to look at carefully in 2022 is inflation, says David Darst of Americana Partners. He thinks it will taper off by the second half of the year in 2022. His factors to watch in 2022 include economic growth, corporate earnings, employment, and monetary policy. He is also watching fiscal initiatives, inflation, and the omicron variant. His stock picks include Oracle (ORCL), Royal Dutch Shell, and AT&T (T). He also likes the Vaneck Gold Miner's ETF (GDX).

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