Are you wondering how the economy and the markets might affect you and your portfolio? Join TC Wealth Partners for a live conversation on the economy and investment markets in 2023 and beyond, hosted by Bill Giffin, CEO of TC Wealth Partners, and Stephanie Link, Chief Investment Strategist at Hightower Advisors and frequent CNBC contributor. This conversation provides insights and information you need to help you navigate the year ahead.

Total Time – less than 45 minutes (44)
1:00 min Introduction to Stephanie
2:50 Reflections on 2022
8:15 Fixed Income Comments
9:40 Recession
13:00 Global growth
14:30 Fed action and the bond market
17:20 Implications on Portfolios
20:20 Alternatives
21:00 Jobs & Unemployment
24:00 Impact of 2022 Election and Divided Congress
26:00 Global Events especially China
29:00 Energy as an investible sector
30:00 Sectors in general: Energy, Financials, Materials, Industrials, Technology
35:14 Consumer Debt & Housing
36:20 Market expectations for 2023
38:20 Covid impact on major cities
40:00 Large cap, mid cap, and small cap comments
42:00 Book Recommendation
43:00 Closing Remarks

свернуть