Markets and Economy

Q4 2022 Economic & Market Outlook

by Jason Herried, Ron Alberts • October 11, 2022

2 minute read time

In our Q4 economic and market outlook, Johnson Financial Group’s Jason Herried and Ron Alberts share their outlook for the economy, fixed income and equity markets. They also review several portfolio management and planning considerations particular to bear markets.

Listen to the Outlook

Listen in as Jason Herried and Ron Alberts take you through a quick outlook for the fourth quarter of 2022.

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ABOUT THE AUTHORS

Jason Herried

SVP Director of Equity Strategies, Portfolio Manager CFA® | Johnson Financial Group

As Senior Vice President, Director of Equity Strategy and Wealth Portfolio Manager, Jason develops and builds customized portfolio strategies for our individual, institutional and non–profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.

Ron Alberts

SVP, Director of Fixed Income Strategies, Portfolio Mgr CFA® | Johnson Financial Group

As SVP Director of Fixed Income Strategies Group and Portfolio Manager, Ron manages client portfolios, leads the fixed income team, and is a member of the company's Investment Committee. With a broad range of experience across many client and investment types, he is skilled in managing equity and fixed income portfolios and portfolio teams as well as leading investment strategy.

This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security. Opinions expressed herein are as of the date of this report and do not necessarily represent the views of Johnson Financial Group and/or its affiliates. Johnson Financial Group and/or its affiliates may issue reports or have opinions that are inconsistent with this report. Johnson Financial Group and/or its affiliates do not warrant the accuracy or completeness of information contained herein. Such information is subject to change without notice and is not intended to influence your investment decisions. Johnson Financial Group and/or its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Certain investments, like real estate, equity investments and fixed income securities, carry a certain degree of risk and may not be suitable for all investors. An investor could lose all or a substantial amount of his or her investment. Johnson Financial Group is the parent company of Johnson Bank, Johnson Wealth Inc. and Johnson Insurance Services LLC. NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUEAbo