All Insights

July 26, 2023

Q3 Market Outlook Webinar


President Matt Ellis, CPWA® moderates our Q3 2023 Market Outlook Webinar with Co-Chief Investment Officers Matt Michaels, CFA, CFP® and Neale Ellis, CFA, CPWA®. They begin with a market recap for the first half of 2023, including the notable performance of the Magnificent Seven and effects of the regional banking crisis. Other topics include economic recession indicators, inflation and the Fed, thoughts on artificial intelligence (AI), and portfolio positioning for the remainder of 2023.

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