Here Is What’s Different So Far in 2023 (03/23)

The market landscape changed over the first two months of 2023, and investor expectations followed. Tom Wald, CIO of Transamerica Asset Management, Inc., breaks down everything that transpired during the past two months in a new Market Pulse, looking closely at the primary areas of investor concern and what it means for stock and bond markets going forward. Is recession no longer a foregone conclusion? How stubborn can we expect inflation to be? How likely — or more to the point, unlikely — is the Federal Reserve to pivot on interest rates in the second half of the year? Tom explores these questions and more as stock and fixed income investors assess a changing landscape. 

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