2023 Strategy Playbook

March 01, 2023 | Doug Clark & Kein Bejko


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Last year was one to forget for investors, few asset classes were able to provide cover in a year when stocks and bonds were both down double-digits. The new year presents a different set of expectations and opportunities for the market. After a decade of low interest rates, fixed income assets currently provide a good rate of return. Rate hikes have changed the picture on the equity side as well. We believe the new regime calls for careful stock selection and asset allocation, tomorrow's winners won't be the same as yesterday's. Take a look at our 2023 strategy presentation by clicking here.