2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing economy were proven incorrect. After 3 quarters of middling returns for stocks and negative returns for bonds, 4th quarter was a period of enormous gains for investors across all asset classes. On this episode I cover 2023 with a focus on 4th quarter and provide the outlook for where go from here.
This episode is a replay of a client webinar from January 2024. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.
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