
Grant Engelbart of Brinker Capital - Corporate Earnings Weakness: Prepare for the Future by Stress-Testing Different Scenarios
Investors are always looking for clues about where the stock market is headed, and corporate earnings are one of the most significant indicators of stock market performance. While 2023 is shaping to be an exciting year for the economy and the market, it is important to consider the potential risks and scenarios that could impact corporate earnings growth.
In this episode, Rusty talks with Grant Engelbart, Senior Portfolio Manager at Brinker Capital Investment. Grant manages aggressive mutual funds and several ETF and mutual fund separate account strategies in his role. He also leads the alternative broad asset class team and serves on several committees across Brinker’s parent company, Orion Advisor Solutions.
Knowing the corporate earnings landscape in detail, Grant talks with Rusty about some potential scenarios and risks regarding corporate earnings in the year ahead, including the possibility of a recession, which is a top concern with many financial advisors and investors.
Key Takeaways