Investment Outlook – Winter 2023
The adage, ‘The more things change, the more they stay the same,’ was a central theme at Argent’s 2023 Winter Investment Outlook. The past has proved to be a reassuring guide for the current investment landscape. Inflation, war, housing, labor strikes, and a looming recession all maintained a powerful presence in 2023. However, when viewed through the lens of history, these challenges can appear less daunting. The market has demonstrated time and again the truth of the saying: this, too, shall pass.
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Ward Brown, Director of Portfolio Engagement, explores how the adage, ‘the more things change, the more they stay the same,’ is ever relevant to the investment landscape.
Ken Crawford, Portfolio Manager, examines recent events, including the Russo-Ukrainian and Israel-Hamas wars, the impact of artificial intelligence, and falling inflation rates.
Logan Finerty, Director of Private Wealth, hosts the Capital Clash with Portfolio Managers Kirk McDonald and Jed Ellerbroek.
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Disclaimer: Performance returns cited represent past performance, which does not guarantee future results. Returns assume reinvestment of dividend and interest but returns do not reflect the effect of taxes and/or fees that an investment would incur. References to specific company securities should not be construed as investment advice. Not all Argent clients may own each company’s stock discussed. Argent portfolio managers may recommend the purchase or sale of these and other securities for their client’s accounts. A list of all stocks recommended by Argent during the past year is available upon request. Some data represented in this article is derived from non-affiliated sources Argent deems reliable. However, Argent does not perform any independent research to determine the accuracy of such information. Please visit our compliance page for additional details and disclaimers.
