Brian Rauscher’s 2023 Portfolio Strategy Outlook - January 2023
Brian Rauscher presents his 2023 Portfolio Strategy Outlook, including key market drivers and potential risks as we enter a new year.
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Event Agenda
This spring, Brian Rauscher turned bearish just as markets began selling off amid the Federal Reserve's fight against inflation. Throughout 2022, he encouraged investors to fade bear market rallies. Now, he's prepared to share his latest insights on where stocks are headed in 2023.
- Will the equity market finally make “THE” bottom during 2023 and can the coming year provide strong equity returns?
- On a reward/risk basis, are any sectors standing out as particularly favorable/unfavorable?
- When looking at individual stocks, what opportunities look interesting?
- What does the macro landscape look like, including some thoughts regarding inflation, the path for Fed policy, soft/hard economic landing, and corporate profits?
Please Note:
January 2023 Sector Allocations will be presented during Brian's Outlook Webinar.
Panel of Speakers
Brian Rauscher, CFA AC
Head of Global Portfolio Strategy and Asset Allocation
Prior to joining FS Insight, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund.