The past 12 months featured some relatively grim milestones—including the highest inflation in four decades and the first truly durable bear market since the Great Recession. That concatenation of bad news poses two challenges for investing pros: They need to figure out where to find positive returns, and they need to talk their clients out from under their proverbial beds. Neither of those prospects daunted our experts. Indeed, they were united in the view that a rough 2022 could pave the way for a better 2023—for stocks, society, and our psyches.
Joining us for this year’s panel were Josh Brown, CEO of Ritholtz Wealth Management; Georgia Lee Hussey, founder and CEO of Modernist Financial; and Savita Subramanian, head of U.S. equity and quantitative strategy as well as global ESG research at Bank of America Merrill Lynch. The conversation below has been edited for clarity and brevity.
