A Year in Review: 2022 Market Recap & Key Investing Takeaways for 2023

2023 is finally here…and we have some important things to reflect on.  

2022 was a year full of negative performance in many markets, but it just goes to show that you must keep your eye on relative performance in a year as volatile as 2022.  

In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team to discuss some key takeaways from 2022 that you can carry with you into the New Year. 

Listen in to hear their annual market recap for 2022 – highlighting some broad market indicators, surprises we encountered, and the biggest lessons we can carry into 2023. They talk about why it’s important to know what stocks you own, how to decide whether to keep your cash or invest it, and what they’re specifically watching in 2023. They also share their opinion on why you might want to rethink ESG investing strategies. 

“The prediction I’ll make [for 2023] is that fundamentals will matter. We’re in a show me market. So, if we’re in a show me market where fundamentals matter, we need to see free cash flow on a balance sheet. Long gone are the days of free money.” – Nate Tonsager, CIPM | Portfolio Management Associate