Envestnet’s D’Auria On 2023 Investment Outlook

Dana D’Auria, CFA, Co-Chief Investment Officer and Group President, Envestnet joined Keith Black of RIA Channel to discuss investment trends and risk-managed allocation solutions.

Against a backdrop of market uncertainty and recession fears, diversification and risk management is key for advisors, says D’Auria. While the 60/40 portfolio has evolved over the last few years, it is certainly not dead, explains D’Auria on fixed income’s important role in managing risk and enhancing income. On the equites front, high-quality defensive stocks, with strong fundamentals and a low volatility score, have typically outperformed in recessionary markets. D’Auria also highlights the employment market, the Fed, and the debt ceiling debacle as key market factors to watch.

Resources:

Envestnet Summit 2023

Envestnet – Home

Envestnet PMC – Investment Solutions