Entering text into the input field will update the search result below

Top 10 Investment Themes For 2022

Jan. 04, 2022 12:25 AM ETSPY, ESG, QQQ, COMP.IND2 Comments
Kevin Mahn profile picture
Kevin Mahn


  • We see the theme for 2022 as being “Still Growing but yet Slowing” as it relates to both economic and stock market growth.
  • This 2022 theme may ultimately prove to be the case for inflation too as the New Year progresses.
  • Short-term bouts of volatility may start to pick up again in 2022, as we saw late in 2021.
  • Growth opportunities may exist in areas such as Financials, Biotech, and E-Commerce in 2022.
  • Income opportunities may be found in municipals, preferreds, and dividend-paying stocks in 2022.

Silhouette man jumping between cliff with number 2021 to 2022 and birds flying at tropical sunset beach.

Tonktiti/iStock via Getty Images

Happy New Year, everyone! As you may recall, our overall macro theme for 2021 was “The Reopening of the Global Economy.” The theme proved true as 2021 was a year marked by a sharp

This article was written by

Kevin Mahn profile picture
Kevin Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® platform of Unit Investment Trusts (UITs). Mr. Mahn also was the Portfolio Manager of the SmartGrowth® family of Mutual Funds. Mr. Mahn is the author of the quarterly “CEF and ETF Insights” and "Market Outlook" newsletters as well as a co-author of the book, Exchange Traded Funds: Conceptual and Practical Investment Approaches, © 2009 Riskbooks. Articles written by Mr. Mahn have been published in The Journal of Investing and The Journal of Index Investing. Mr. Mahn is a contributor to Forbes, Talk Markets and Seeking Alpha. Prior to Hennion & Walsh, Mr. Mahn was a Senior Vice President at Lehman Brothers where he held several senior management positions, including CAO of the High Net Worth Product and Services group within Lehman’s Wealth and Asset Management division as well as COO of Lehman Brothers Bank. Mr. Mahn received his Bachelor's degree in Business Administration from Muhlenberg College and his M.B.A. in Finance from Fairleigh Dickinson University (FDU). Mr. Mahn has also served as an adjunct professor at FDU within the Department of Economics, Finance and International Business. In 2015, Mr. Mahn received the "50 Under 50" award from the Silberman College of Business at FDU. Mr. Mahn currently serves on the Board of Directors of NICSA and was formerly a Co-Chair of the NICSA UIT Industry Committee, winning the 2014 and 2016 NICSA MVP Awards for his accomplishments in that role. Kevin also won the Rising Stars of Mutual Funds Award from Institutional Investor in 2009. Mr. Mahn has appeared in/on CBS News, Fox News, CNBC, Fox Business News, Wall Street Journal, Investor’s Business Daily, Fortune, Forbes, New York Times, Financial Times, USA Today, Bloomberg, Reuters, Yahoo! Finance and Nasdaq.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.