EPISODE · Dec 16, 2022 · 24 MIN
Top of the Morning: Year Ahead for US Equities
Following what has been a volatile year for equity investors, my guest outlines performance expectations for the year ahead, including expectations for earnings growth. We also spend time on sector preferences and positioning against a backdrop of economic downturn concerns and a potential slowing of rate hikes in 2023. Featured is David Lefkowitz, Head of Equities Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Top of the Morning: Year Ahead for US Equities
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