It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
[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?