Kim Arthur of Main Management - The Economic Outlook for 2023

Jan 10, 2023

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It’s that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage?

In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida. He has been profiled in Index Universe articles and referenced in Barron’s, Wall Street Journal, Business Week, and Fortune Magazine.

Kim talks with Rusty and Robyn about his outlook on inflation, the U.S. economy and corporate earnings, and the U.S. and international markets. As a portfolio manager, Kim also speaks about how investors should allocate their funds to international stocks and what advice he gives to investors in times of geopolitical crisis.

Key Takeaways

[03:24] - Kim's role at Main Management and what the firm is all about.
[05:39] - Main Management's outlook on inflation.
[07:20] - How investors should treat their bond allocations.
[08:47] - Kim's outlook for the U.S. economy and corporate earnings.
[11:01] - Kim's views on the U.S. and non-U.S. stock markets.
[18:35] - How investors should allocate their funds to international stocks.
[20:36] - Kim's advice to investors in times of geopolitical crisis.
[22:40] - Kim's favorite investment strategy.
[24:55] - A regimen that keeps Kim on top of his game.
[26:57] - The people Kim is grateful to professionally.
[28:42] - Kim's recommendation for content.

Quotes

[15:52] - "The U.S. dollar is the number one predictor of the international stock market outperforming the U.S. stock market. So if you're in a strong U.S. dollar environment, no matter how much you stomp your feet and want the U.S. market to underperform, it will not." ~ Kim Arthur

[21:26] - "Investors need to realize that when geopolitical crises happen, you want to be putting money into the market because almost 12 or 24 months later, you're up significantly from those periods when they went down. It shows the tenacity and the growth mindset of the globe that when these things happen, everybody gets together and works to find a solution to that problem." ~ Kim Arthur

[22:10] - "In the equity market, fear is temporary, and greed is permanent." ~ Kim Arthur

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