Main Street AM CIO on US Markets

The video discusses the 2023 market outlook, focusing on the S&P 500, valuation changes, and risk premiums. It highlights opportunities in bonds and asset allocation, particularly with inflation protection. The video also examines growth stocks, market risks, and the potential for recovery in the leisure and travel industries. Additionally, it addresses the US consumer outlook and sector dispersion, noting the energy sector's performance and the potential for leisure areas to be big winners.

What is the expected growth rate for the leisure and travel industry?

How does the current consumer spending behavior differ across sectors?

What are the implications of the energy sector's performance for 2023?