Q1 2023 Market Review and Outlook Webcast
Nick Botticelli and Curt Thompson hosted our 1st quarter webcast for clients with lookback over the 1st quarter of 2023 with a focus on Fed policy pivots and rate procession, the small breadth of the recent market rally, recession pressures, and opportunities.
Recorded 04/21/2023
4Q 2022
3Q 2022
1Q 2022
4Q 2021
3Q 2021
2Q 2021
1Q 2021
1Q 2023 Market Commentary
Nick Botticelli and Matt Underwood, CFA, CAIA give a brief overview of the rollercoaster market that unwound much of the relative performance from 2022 (with a banking crisis to boot!)
Investment Strategy
Nick Botticelli
Chief Investment Strategist, Head of Southeast Office
Matt Underwood, CFA®, CAIA®
Director of Research and Portfolio Management, Head of Northeast/Mid-Atlantic Office