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Your Monthly Guide to the Markets and Your Wealth

April 11, 2023 - Vol. XLVII

April 2023 BAI

The Storm Before the Calm?

 

"It's in vain to recall the past, unless it works some influence upon the present." 

- Charles Dickens (David Copperfield)

 

Having shifted from recession fear in January to overheating worry in February, the market has had to shift focus sharply again to contend with banking stress and credit crunch fears in March. Add endless Fed policy debate into the equation and to say the year has started out in dramatic fashion would be an understatement. Yet, stocks have managed marginal gains, and equity market volatility metrics are down. What gives? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook.  Click to read the full April BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

 

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Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments.

 

Driven by our purpose, we strive to make a positive impact on society alongside financial return. We’re headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Sun Valley.

 

BakerAvenue is a registered investment advisor regulated by the SEC whose mission is to protect investors and maintain the integrity of the securities market. Under the strict SEC rules, our registered investment advisors have a fiduciary duty to our clients, and it is a moral and legal obligation to place our clients' interests ahead of our own.

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