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2023 Mid-Year Outlook Webinar

June 28, 2023

View the recording of our 2023 Mid-Year Outlook webinar.

Here are the topics we discussed and the time in the recording it happens so you can fast-forward to topics you find most relevant:

  • Recession probabilities (1:29)
  • S&P 500, Dow Jones & Russell 2000 (4:51)
  • Concentrated performance contribution YTD (8:48)
  • S&P 500 Index (10:11)
  • Russell 2000 small cap stock index (14:37)
  • Fed Balance sheet vs S&P 500 (16:14)
  • Banking stocks still under pressure (18:01)
  • Commercial real estate loans maturing over the next 5 years (19:24)
  • Yield curve (24:56)
  • Manufacturing PMIs and activity (29:10)
  • Portfolio Equity Positioning (31:27)
  • Scenarios, Risks & Opportunities (35:00)
  • Upside and Downside potential performance based on three scenarios (39:40)

Invest wisely!


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Filed Under: Strategic Growth Video Podcast Tagged With: dow jones, economics, federal reserve, interest rates, manufacturing, markets, Russell 2000, S&P 500 Index, stocks, volatility

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