February 20, 2024 •HoganTaylor Wealth
For the 4th quarter of 2023 we look back at the year and the returns investors in the market were able to benefit from. In 2023, global stocks defied early recession predictions, returning 22% and recovering from 2022 losses. Fixed income markets signaled optimism as inflation cooled. Information Technology stocks outperformed other sectors, while Utilities and Energy stocks posted negative returns in the US. Real Estate lagged but performed well in Q4. Non-US markets saw positive value premiums, with emerging markets and US small caps benefiting from higher profitability.
Please enjoy this quarterly update, and feel free to reach out to a HoganTaylor Wealth advisor if we can help in any way.
HoganTaylor Wealth
HoganTaylor Wealth provides an integrated approach to investment and financial planning and is a registered investment advisor and subsidiary of HoganTaylor LLP. HoganTaylor Wealth takes pride in serving clients as an independent fiduciary through holistic financial planning. Learn more at hogantaylor.com/wealth.
INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.
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