2023 Outlook: Inflation, Recession, Valuations, and Retirement
Simple, but Not Easy
English - January 03, 2023 20:33 - 33 minutes - 31 MB - ★★★★ - 75 ratingsInvesting Business Science Social Sciences investing behavioral science data sustainability behavioral economics sustainable investing decision sciences research human brain Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: An Inside Look at Direct Indexing
Next Episode: What Actions Add Value in This Environment?
What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? The topics we’re discussing today align with the recent release of Morningstar Investment Management’s 2023 outlook titled “the positives of investing in this environment”. In today’s episode, I’m delighted to have Marta Norton and Philip Straehl with us to dig into the outlook, share their perspective, and as always, be sure to address the implications on client portfolios and any suggested actions to be taken.