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2022 Financial Year in Review and Looking Ahead for 2023

2022 Financial Year in Review and Looking Ahead for 2023

FromThe Empowered Investor


2022 Financial Year in Review and Looking Ahead for 2023

FromThe Empowered Investor

ratings:
Length:
42 minutes
Released:
Jan 19, 2023
Format:
Podcast episode

Description

Maintaining perspective and long-term discipline​With significant declines in specific segments of the financial market, inflation rates we haven’t seen in decades, and geopolitical conflicts escalating, 2022 was a turbulent year for the average investor.Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.Four core principles help our clients maintain diversified, well-balanced investment portfolios and become financially secure forever.Stay diversifiedTune out the noiseDon’t chase market trendsDon’t speculateFor the new year’s first episode, we are reflecting on key themes and lessons from 2022 and what they mean for Canadian investors. In this episode, Marcelo and Keith talk about how different asset classes performed over the year, central themes in the investment world, how investors should think about 2023, positive returns on the horizon, and so much more!Thank you for listening!For additional insights read our 2022 Market Review: A Changing Investment Landscape. Financial highs, lows and what’s in store for 2023Our reflections on 2022 from a personal perspective (1:33)Equity and bond market results in 2022 (4:35)The primary reasons behind the difference in market performance between a US and a Canadian 60/40 portfolio (5:54)Growth stocks versus value stocks (8:56)Massive declines in the mega-cap stocks in 2022 (10:54)Updates on some of the innovative company stocks that peaked during the height of the pandemic (13:27)The Ark Innovation Fund and the problem with chasing performance (16:13)Profits and valuations matter (19:04)The unravelling of the speculator - the downfall of crypto and meme stocks (20:11)Average returns for our portfolios in 2022 (23:15)Major themes coming out of 2022 that impact Canadian investors (26:56)The possible upside of inflation for investors (28:30)Thinking about a possible recession on the horizon (30:05)Why Canadian investors should be wary of forecasting (33:01)Understanding expected return changes (35:05)Categories that are undervalued, fairly valued, and with stretched valuations (37:17)Lessons and takeaways from 2022 (39:27)And much more!Thanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or...
Released:
Jan 19, 2023
Format:
Podcast episode

Titles in the series (92)

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com