Connecting the Dots, Part II: An Economic Analysis of 2023

The Wealth Enterprise Briefing

Following a comprehensive overview of the markets, WE Family Offices Managing Partner Michael Zeuner, returns with Director of Macro Strategy Sam Sudame, CFA, CAIA, CFP, for this episode of The Wealth Enterprise Briefing podcast to explore how the economy has fared throughout 2023 and what may lie ahead for 2024.

This episode covers a wide range of crucial topics, including:

• Economic Data Precision: The discussion focuses on economic data points that unfolded, as expected, with particular attention to inflation and commodities.
• Current State of Fixed Income: They explore how various sectors within fixed income have handled the current high interest rate environment and uncover where investors can uncover pockets of opportunity.
• Unexpected Economic Twists: Zeuner and Sudame divulge the economic surprises that have emerged in 2023, such as the avoidance of a U.S. recession and the growing vulnerabilities in China's economic prowess.
• Economic Outlook: The hosts provide insights into WE's current economic outlook and how it may impact investment portfolios as we head into 2024.
• Geopolitical Impact Assessment: They analyze the potential repercussions of the ongoing geopolitical turmoil in the Middle East and how it may influence global financial markets.

Throughout their conversation, Zeuner and Sudame provide in-depth analysis and expert perspectives on these critical issues, equipping investors with the knowledge to make informed financial decisions in the ever-evolving economic landscape.

If you have any questions about 2023 economic performance and how you can prepare your portfolio for 2024, please do not hesitate to contact us.