“Off the Wall” Podcast

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

Jan 10, 2023 Market & Economic Updates

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

 

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Episode Timeline/Key Highlights:

[00:50] Introducing the topic of today’s episode.

[01:38] Broad Market Indicators for 2022

[04:28] What performed well in 2022?

[05:45] What equity markets did and didn’t perform well in 2022?

[10:34] Why public non-traded REITS are a bright spot of 2022.

[11:51] The biggest economic surprises of 2022.

[18:32] Positive takeaways from 2022 you can take into the New Year.

[28:29] What we’re watching in 2023: Growth stocks, commodities, non-US stocks, and more!

[30:00] Here’s another way to “file this away” for another time…

[32:09] 2023 Predictions + Will inflation surge higher in 2023 or have we hit peak inflation?

Resources Mentioned:

Here’s (Almost) Everything Wall Street Expects in 2022: https://bloom.bg/3Xj69IM

Here’s (Almost) Everything Wall Street Expects in 2023: https://bit.ly/3VYppdv

About "Off The Wall"

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it’s your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.

Related "Off the Wall" Podcasts

With the rising prevalence of cyber-attacks on both individuals and small businesses, it’s more important than ever to learn how to boost your cybersecurity and protect the wealth you’ve worked so hard to grow. In this episode of Off the Wall, you’ll meet Cathleen Phelps, a Client Experience Manager at Monument, and Bill Phelps, a Cybersecurity Expert and Strategist with over 26 years of experience.

Feb 16, 2024 FAQs

Adding onto our last episode for executives on navigating career growth and transitions, this time we’re talking about peak performance and finding purpose in your executive role, wealth, and beyond. Today on Off the Wall, hosts Jessica Gibbs and David Armstrong welcome Dr. Julie Gurner, a nationally recognized executive performance coach and psychologist who’s helping executives achieve world-class performance in fast-paced, high-pressure, and highly competitive environments.

Stay up to date!

Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team. Unlike Facebook, we will never share your data with anyone.