1st Quarter 2023 Review

The first quarter saw a recovery in both stock and bond markets but questions and worries remain. Topics covered include:

• The performance of stock and bonds markets year-to-date;
• A deep dive on bond portfolio positioning;
• The impact of the Silicon Valley Bank failure;
• The outlook for inflation, the fed, and interest rates;
• Planning for the debt ceiling;
• Projections for returns across various asset classes moving forward.

This episode is a replay of a client webinar from April 2023.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.