Dave Sekera, Chief U.S. Market Strategist; Preston Caldwell, Head of U.S. Economics
How should you be positioned for 2023?
Join Morningstar’s Dave Sekera, CFA, Chief U.S. Market Strategist and Preston Caldwell, Head of U.S. Economics as they review our analysis of the U.S. markets and economy.
In our 2022 Outlook, we noted that the market was overvalued and would need to contend with four main headwinds. Following the sell-off, we think the pendulum has swung too far and that the equity market is now undervalued.
Learn why we view the U.S. equity market as undervalued, how we expect the U.S. economy will play out over the course of the year, and why we have an above consensus economic outlook over the long-term. Join our webinar as we:
• Break down our valuations and identify undervalued opportunities across categories, sectors, and stocks.
• Highlight long-term secular growth themes we see heading into 2023.
• Provide our forecasts for real U.S. GDP, inflation, and interest rates.
In our market outlook, we utilize a bottom-up perspective to determine market valuation. By leveraging off of the 1,500 companies covered by Morningstar's equity analysts, we identify which areas are undervalued versus which are overvalued. From growth stocks to value stocks and from small-cap to large-cap, we will identify where we see value today.
Dave Sekera, CFA, Chief U.S. Market Strategist, Morningstar
Preston Caldwell, Head of U.S. Economics, Morningstar
Moderated by Kate Lin, Data Journalist, Morningstar Asia