Natixis Investment Managers found, in a recent survey, that 62% of institutional investors think that pent-up demand for expensive items will drive growth in the coming year, so-called revenge spending. Sixty-eight percent, however, think the current bull market will end, which will not occur in 2022, after central banks cease printing money in efforts to balance the current imbalance in supply and demand, and deal with inflation and out-of-sync valuations.  

The research surveyed 500 institutional investors, managing over $13.2 trillion in assets.  Institutional investors, according to the findings, plan to position themselves tactically, making very few broad changes in investment allocations. 

Source: https://www.institutionalassetmanager.co.uk/2021/12/08/310176/institutional-investors-expect-revenge-spending-and-central-banks-drive-2022