For the year, the S&P 500 logged a total return of 28.7%, while the NASDAQ rose 22.2% and the Dow ended 2021 up 21% (How about that!).
There’s no doubt 2021 was one of the best years on record for US equities. In fact, as we noted in our 2021 Fund Flows Report, this is the fifth year the S&P 500 has posted double-digit returns out of the last six. But as the first three weeks of 2022 have demonstrated, the economic landscape can flip in the blink of an eye. Volatility is sometimes inevitable, but being up to date on the latest trends and data can help quell clients’ nerves and keep investment portfolios afloat.
Below are some takeaways from the YCharts Q4 2021 Economic Update. The deck, published quarterly, arms advisors and investors with key insights from the previous quarter to help you make smarter investment decisions going forward. Furthermore, the deck is easily customizable with your own firm branding to be leveraged in client communications.
For a full review of the quarter, please join us Thursday, February 10th as we break down the major economic and market trends from Q4 2021, including how to white-label the Economic Summary Deck as your own for presenting to clients and prospects.
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Finally, bond returns continued to lag relative to the group as yields, especially short-term rates, have climbed higher. US Treasuries and Aggregate Bonds lost value in 2021, and only Municipal Bonds could muster a 1.5% gain.