CIO David Cleary – 5 Minute 1Q23 Market Outlook

CIO David Cleary discusses Timber Point Capital’s 1Q23 market outlook.  Inflation is declining and employment trends remain steady which supports our view that the Fed can execute a soft landing for the U.S. economy.  As well, the end of ZIRP (Zero Interest Rate Policy) and low valuation suggests that increasing international exposure is appropriate for the first time in quite a while…

David Cleary, CFA is the President and Chief Investment Officer at Timber Point Capital Management, LLC. Prior to founding TPCM, David served as the Chief Investment Officer at Crow Point Partners. Before Crow Point, Mr. Cleary spent 23 years at Lazard Asset Management where he held a series of senior portfolio management roles over multi-asset and global fixed income strategies. Additionally, he served as the firm’s global head of fixed income, a $26 billion platform. Prior to Lazard, David worked at UBS and IBJ Schroder, mostly in fixed income asset management roles. He began working in the asset management field in 1987 upon his graduation from Cornell University, with a BS in Business Management and Applied Economics. Mr. Cleary holds a Chartered Financial Analyst (CFA) designation.nt goes here

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