Insight
Getting Ahead of Recovery, Equities from 10,000 Feet Up
Three of Allspring’s equity leaders identify trends they believe will be evident as well as potential risks and opportunities for equity investors in the second half of 2023.
Key takeaways
- Despite worrying economic and market events over the first half of 2023, we believe there are still potentially promising equity investments to be found—emerging markets may be one area to look.
- 2023’s second half could be a tug between macroeconomic factors and earnings. Stocks don’t necessarily have to go down when earnings weaken.
- Should we experience some form of recession while inflation stays higher for longer, we believe a more cautious, defensive positioning is warranted.