Resolutions 2023

 

10 resolutions aimed at helping your portfolio navigate this rapidly changing environment.

1. Pick your battles – policymakers will likely drive market inflection points.
2. Think about the bigger picture – long-term returns from here should be good.
3. Stop procrastinating – plan to gain exposure and anticipate the inflections.
4. Get some insulation – add defensives and value.
5. Boost your income – seek income opportunities.
6. Cook with some new ingredients – seek uncorrelated hedge fund strategies.
7. Keep up with the news – position for the era of security.
8. Invest in what you value most – invest sustainably.
9. Learn something new – seek value and growth in private markets.
10. Spend more time with family and friends – best wishes for the year ahead.