C O N T EN TS 02.2 1.2 2 VOL.CII NO.

P. 18 P. 24 P. 32

Taming Inflation While Tech Trader: A Covid

Avoiding a Recession The Top Fund Families Habit That Could Stick
Cover Story: The stakes are high Savvy stock-picking helped Sit Investment Associates take the No. 1 spot in this year’s By ERIC J. SAVITZ
for the economy and financial ranking of active managers. Here’s what the results say about the strategies likely to
markets as the Federal Reserve tries work best in 2022. By DEBBIE CARLSON P.33
to unwind its excessive stimulus.
By LISA BEILFUSS
Income: What Now
2020 2021
for Dividend Stocks?
P. 23 RANK RANK By LAWRENCE C. STRAUSS

Wild Cards as Central 4 1 Sit Investment Associates P. 37

Banks Reset Policy
Trader: More Selling
The Bank of England, the Fed, and 23 2 AllianceBernstein
the European Central Bank are May Be on the Way
tackling inflation in different ways. By BEN LEVISOHN
27 3 Amundi US
By PIERRE BRIANÇON
P. 40
P. 6 29 4 Pimco
Euro Trader: Nokia
Up & Down Wall Street: Could Gain 30%
35 5 Dimensional Fund Advisors
Two-Headed Monster By CALLUM KEOWN
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Threats of war and rate hikes rattle

investors ahead of the weekend. 38 6 Neuberger Berman P. 40
By RANDALL W. FORSYTH
43 7 Natixis Investment Managers
Emerging Markets: Gas
P. 9 That’s Not From Russia
Streetwise: Stars Align 49 8 Victory Capital Management By CRAIG MELLOW

for Movie Theaters P. 41

51 9 MainStay Funds
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Cinema is making a comeback.

Plus, ViacomCBS CEO Bob Bakish.
Striking Price: 21 Ways
By JACK HOUGH 52 10 Fidelity Management & Research to Win as Rates Rise
By STEVEN M. SEARS
P. 12
P. 42
Oil Prices Are Headed
Toward Record Highs Commodities: A Solid
Follow-Up: The main culprit is Outlook for Silver
inadequate supply to meet demand. P. 15 P. 29 By MYRA P. SAEFONG
By AVI SALZMAN
Make Room for Ethan A Strategy for Clients
MARKET TUMBLES ON WAR WORRIES • PAGES 6, 37

P. 70
Allen Stock Who Hate Surprises
VOL. CII NO. 8 FEBRUARY 21, 2022 $5.00

P. 13
Sizing Up Small-Caps: The Profile: Andrew Sveen, head of
Other Voices: What’s
What Warren Buffett THE FED,
INFLATION,
iconic home-furnishings retailer floating-rate loans at Eaton Vance, in the Fed’s Tool Kit
Should Be Doing Now
AND THE
END OF
EASY MONEY
Central bankers
are scrambling to tame
runaway prices while
could deliver over 25% upside. knows how to deliver the “nice, By WILLIAM ENGLISH
avoiding a recession.

It’s high time to prepare for the Better yet, it boasts a 4.6% yield. consistent income” that clients seek.
>
63142

Problem is, they have

no road map.
PAG E 1 8

Cover Illustration by Index P. 4 Charting the Market P. 44

transition to a new generation of Lincoln Agnew By AVI SALZMAN By LAWRENCE C. STRAUSS
Review & Preview P. 10 Winners and Losers P. 45
leadership at Berkshire Hathaway. Mailbag P. 71 Research Reports P. 46
By ANDREW BARY © 2022 Dow Jones & Company, P. 16 P. 34 Inside Scoop P. 43 Market Data P. 47
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