In this short video, portfolio manager Dan Bastasic shares his views on opportunities in the year ahead.
In his analyis of the macro picture for 2023, he explains why he likes the outlook for high yield and U.S. stocks.
Dan Bastasic answers the following six questions:
- Is the worst of inflation behind us?
- Are you expecting a recession in 2023?
- What is the yield advantage of high-yield bonds?
- Can you elaborate on what “The Great Reset” means for investments?
- Were you buying investment grade bonds as yields rose?
- Are you looking at opportunities in U.S. equities?
1. Recorded on December 8, 2022.
