Back in February, I was at a company retreat with the rest of the Money & Markets team and our sister company, Banyan Hill. I spoke at this retreat about the major investment themes on my radar. One or two of them raised eyebrows … which I saw as a good sign.
It seems many of my colleagues, even those with considerable investment experience, were surprised at the kinds of opportunities I’m watching. They aren’t all that “off the wall” if you ask me… Sure, they haven’t been in fashion for some time. But we haven’t been in a market like this for some time.
Today, you’re going to walk away knowing exactly where the whole Money & Markets team and I have our heads as we navigate the rest of 2023 and beyond.
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