2023 Midyear Outlook – The New Reality for Investors

We are now mid-way through 2023, and I thought it a great time to look at the 2023 investment markets. See what has happened in the first half of 2023 and what’s possibly to come moving forward. We have included a comprehensive Midyear Outlook issue for you to download from our partners at Capital Group . Here are some highlights and look at the end to get your free issue.

EQUITY OPPORTUNITIES

Stock market outlook: Broader opportunity set emerges
Equity market leadership has expanded to include energy, health care and industrial companies, as well as value-oriented and dividend-paying stocks. As a result, returns have been less dominated by a handful of U.S. companies and more evenly distributed around the world.

FIXED INCOME OPPORTUNITIES

Bond outlook: Fed pause leaves many paths to income potential
As recession fears heat up and the Fed nears the end of its rate hiking cycle, bonds may now offer relative stability and higher income potential.

You have both the summary of equity (stock) and fixed income (bond) opportunities laid out. Learn more by downloading Capital Group’s Midyear Outlook issue here. Want to get that second opinion on your investment portfolio? Click here to schedule your free review with us.

Your weekly market update is here.

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The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

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