Mid-year investment review: inflation down, resilient economy, stocks up!

The Empowered Investor · Jul 27, 2023 · 26m

Mid-year review - inflation down, resilient economy, stocks up: As of now, recession concerns haven't materialized as many had predicted six months to one year ago. In 2023, portfolios are positive so far, with most asset classes having + ytd returns including; bonds, Canadian, US and international stocks. The development and growing influence of artificial intelligence is capturing investors' imaginations, and creating investor enthusiasm.

In this episode Marcelo and Keith discuss ytd investment observations that include; why investors should stay clear of investment narratives, why…