First the Bad News and then the Good News

Presentation Date: Wednesday, March 29

Economy and market expert Gene Goldman will discuss the three primary investment themes that credit unions need to be aware of in order to navigate the economy and financial markets in 2023. He will discuss why the financial markets will be volatile in the first half of the year as investors navigate a potential recession and a still hawkish Fed. But should have a better second half as the recovery starts to take shape. Given this “tale of two cities” playbook, he will also discuss how members and their credit unions should be prepared for a more uncertain environment that requires a different strategy than the previous economic recovery.

Gene Goldman
Chief Investment Officer & Director of Research

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. Gene has more than 29 years of experience in the development of investment strategies, money manager research and overseeing investment analysts. He is frequently cited in a range of national media outlets including The Wall Street Journal, Bloomberg News, The New York Times, Forbes, CNN, and Reuters and he is a regular guest on high-profile news networks including CNBC and Fox Business News. Mr. Goldman earned his Bachelor of Science in engineering from Worcester Polytechnic Institute and his Master of Business Administration with a concentration in finance from Northeastern University. He is a Chartered Financial Analyst® (CFA).

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