Site
  • Our Philosophy
  • Services
  • Our Team Our Partners
  • Insights
  • FAQ
  • Contact
October 13, 2022Kevin Bruss

Wellspring Investment Outlook - 4Q'22

  • Investments
Market Outlook
Share This
The U.S. economy continues exhibiting late-cycle dynamics with high growth and inflation but slowing on a rate-of-change basis. Global PMIs are rolling over to contractionary territory (< 50), with investors’ expectations for inflation softening. The Fed continues to tighten monetary policy to combat inflation at the expense of economic growth and financial market liquidity. The tightening of financial conditions has driven volatility in equity and fixed-income markets and led to significant US dollar appreciation. Correlations between assets have reached historically high levels, leaving investors no place to hide. While portfolios are positioned conservatively for a recession in 2023, preparations are being made to lean into assets that we believe will perform well after any economic turmoil we may experience.

Click "Market Outlook" to download our Q4 2022 investment outlook.

 
Home
  • 5900 Landerbrook Dr.Suite 100Cleveland, OH 44124
  • info@wellspringadvisorsllc.com
  • 216.367.0680
  • Our Philosophy
  • Services
  • About Us
  • Insights
  • FAQ
  • Contact
  • Form CRS
Stay Up To Date
Live Well.Sleep Well.
© 2023 Wellspring Financial Advisors, LLC. All Rights Reserved.
  • Legal