Throughout 2022, the themes of Uncertainty and Pendulum Shifts were present in many of our communications. As we move forward into 2023, Watching and Waiting seems an apt description of the posture of investors and where we find ourselves today. That is, we are watching developments in the underlying economy, monitoring corporate earnings reports and commentary, and keeping a close eye on company fundamentals. This is all occurring while we await a decline in inflation and determine the ultimate outcome of the Federal Reserve’s more restrictive interest rate policy.
In this episode, we discuss our investment approach in the current market environment. In addition to being available on our website, we are pleased to announce that our podcasts are now available on Spotify, Apple Music, or wherever you get your podcasts.
Please reference our related Perspectives post for more detail:
Disclosures:
Crawford Investment Counsel Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.
This material is distributed for informational purposes only. The opinions expressed are those of Crawford. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward looking statements cannot be guaranteed. There is no guarantee of the future performance of any Crawford investment strategy. Material presented has been derived from sources considered to be accurate and reliable, but makes no representation thereof and accepts no liability or any loss arising from use or reliance herein. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, other investments or to adopt any investment strategy.
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