John Jordan, VP, ETF Specialist at Goldman Sachs ETFs joins Keith Black, Managing Director, RIA Channel to discuss 2023 market considerations and thematic investing trends.
After a challenging year in both fixed income and equity markets, investors should remain cautious in 2023, explains Jordan, emphasizing key factors like financial health, valuations, low volatility, and income. While minimizing interest rate risk is still top of mind, Jordan says investors should consider adding duration back, for enhanced income opportunities, once the Fed signals a slowdown in rate hikes.
Jordan also highlights forward-looking thematic opportunities in clean energy, healthcare, the consumer, and infrastructure. Goldman Sachs’ active thematic ETF lineup is fully transparent and is differentiated by its fundamental research-based approach.
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