January 2023 Financial Outlook

In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are:

  • Federal Reserve policy will remain a focal point this year, but the bigger story will be how the policy changes made last year impact the economy.
  • Inflation should continue to moderate over the course of the year, but is unlikely to get down to the Federal Reserve’s 2% target by year end.
  • Investors should continue to focus on having diverse equity allocations and also stand to benefit from attractive yields on fixed income this year.

We hope you find this video educational and informative. If you have any questions, please reach out to your advisor. Thank you for being a valued client of Merit. ​​

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