RL152 — 2023 Market Outlook

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson discuss what investors can expect from the U.S. and global markets in 2023. They break down topics like the market outlook for 2023, the presidential election cycle theory, and the available opportunities in emerging markets.

[00:00] Introduction

[01:53] Market Outlook and Expectations For 2023

[04:53] Performance of the S&P 500 The Year Before an Election

[08:10] The Presidential Election Cycle Theory

[12:56] Remaining Uncertainty in 2023

[15:21] To What Extent are Things Priced In?

[18:16] Opportunities to Look Out For in Emerging Markets

[20:28] Factors Working in Favor of Emerging Markets

[24:18] Thoughts on Short-Term Government Bonds

[30:05] Bond Markets and Future Rates

[33:36] The Best Markets to Weather a Recession According to Blackrock

[35:02] How to Approach Mortgage-Backed Securities

[37:10] Undervalued Stocks and What to Expect

[44:10] 12 of the Best Income Investments For the New Year

[45:55] Municipal Bonds and Foreign Dividend Paying Stocks

[47:17] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

Follow Us At:

Website: https://retirementlifestyleshow.com/

https://www.retirewithroshan.com

https://youtu.be/hKVzI87v0tA

https://twitter.com/RoshanLoungani

https://www.linkedin.com/in/roshanloungani/

https://www.facebook.com/retirewithroshan/

https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

#retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing

All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.