2023 Midyear ETF Market Outlook
2023 Midyear ETF Market Outlook: Investing with Caution and Courage
Caught between the market’s optimism and the threat of recession, investors wonder what the rest of 2023 will bring. Will you be ready?
A Macro View
Still Waiting for Recession
Leading economic indicators are in deeply negative territory, but a much-anticipated recession likely won’t happen until a strong labor market and the resilient consumer falter. Meanwhile, the range of potential market outcomes has never been wider for investors. So, how should you position portfolios now?
3 Investment Strategies
Move Up in Quality in the US and Rotate Overseas
US stocks posted gains to start 2023 but are now exposed to late cycle earnings risk. Amid weakening US fundamentals and a rosier outlook overseas, explore ways to strengthen equity portfolios by targeting high quality US firms at inexpensive valuations and European stocks.
Seek Income and Balance Risks with Bond ETFs
Given bond market volatility, look to short-duration’s elevated yields to help generate income. And find out how active bond ETFs can help you position for evolving monetary policy and mixed fundamentals.
Diversify Recession Risks with Cyclicals and Defensives
Whether the economy faces recession or just a protracted slowdown, a mix of Homebuilders, Transportation, gold, and Low Volatility can help you pursue upside opportunity without giving up potential protection in a downturn.
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About Our Market Outlook
In this Market Outlook by SPDR ETFs learn what may be next for the economy and markets and where to look for future investment opportunities.