Orion Advisor Solutions

Quarter-end Q&A 4Q2021

In the Quarter-end Q&A for 4Q2021, Tim Holland, CFA, Chief Investment Officer at Brinker Capital, discusses the implications of the Federal Reserve’s shift to a hawkish policy, analyzes the drivers behind the S&P 500’s strong 11% quarterly and 28% annual gains, and examines whether the record-high home prices indicate a housing bubble, providing insights for investors reviewing their quarterly statements.

Tim Holland, CFA, Chief Investment Officer, addresses three key questions as investors review their quarterly statements and consider the previous quarter:

  1. 1.What does the Fed’s Q4 pivot to a more hawkish policy stance mean for the markets and the economy?
  2. 2.The S&P 500 was up 11% in the fourth quarter and 28% in 2021; what drove those gains, and can the market continue to move higher?
  3. 3.Home prices hit an all-time high last quarter - Is a bubble forming?

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Brinker Capital Investments, LLC, a registered investment advisor. 0068-BCI-1/11/2022