The Thematic Outlook for 2023
Gaining Perspective
English - February 13, 2023 12:00 - 23 minutes - 42.7 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This year, 2023, markets are poised for performance dispersion among equities (i.e., some stocks will do quite well and some quite poorly). That means it pays for growth and tech equity investors to be selective. We face a challenging economic outlook, from rates to a potential recession, but there are themes will shine within growth and technology. Here to explain how advisors can be more precise about where to find opportunities to navigate challenging near-term economic conditions, while seeking to capture exposure to long-term structural megatrends, is Jay Jacobs.
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Here is a link to Jay’s outlook, 2023 Thematic outlook: Rethink growth.
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