2022 was the worst year for markets since 2008. Fears of high inflation, rising interest rates, high valuations, speculative bubbles, decreasing earnings, the Russia-Ukraine war, and a closed Chinese economy were all factors that caused the poor year. As we enter 2023, these factors are becoming “known unknowns” as the negativity of each is peaking.
In this first 2023 video from the Osborne Partners Investment Team, Justin McNichols, CFA (Chief Investment Officer) reviews 2022 and provides a 2023 preview of these negative factors and how they are managing your multi-asset class portfolio through this difficult time.
Osborne Partners Capital Management, LLC Clients@osbornepartners.com or 415-362-5637 www.osbornepartners.com One Embarcadero Center, Suite 4100 - San Francisco, CA 94111
The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.