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Three Investment Lessons for 2023 Thumbnail

Three Investment Lessons for 2023


Some thoughtful comments about lessons learned from our partners at BlackRock.

The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year. 

  • First, widen the lens of possible scenarios and beware of inertia and other behavioral biases
  • Second, factor in compensation for geopolitical risk
  • Third: We need a new investment playbook – the key theme of our 2023 Global Outlook.

That means more frequent portfolio changes in the new regime of greater macro and market volatility. 

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This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. This material may contain estimates and forward-looking statements, which may include forecasts and do not represent a guarantee of future performance. Th is information is not intended to be complete or exhaustive and no representations or warranties, either express or implied, are made regarding the accuracy or completeness of the information contained herein. The opinions expressed are as of Nov. 14, 2022 and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.