We present 6 key themes to provide a roadmap for investors in the coming year:
Markets: You’re Going to Need a Smaller Boat 7
Bonds: From TINA to TARA 10
Economy: Can We Cool Without Freezing 13
Inflation: Tale of Two Years 16
Federal Reserve: I Thought We Said Don’t Fight the Fed 19
Earnings: Under Pressure
Download our themes report today see how each of these topics will affect allocation targets and return outlooks for the markets in 2023.