Insights Blog

Year-End Update and 2023 Investment Outlook

Written by Mark J.P. Anson | Jan 3, 2023 2:00:00 PM

Shelter from the Storm

Last year I wrote about the ongoing impacts of the pandemic on our personal and professional lives while supply chain woes, rising inflation and high stock market valuations presented new challenges for investors.

We observed that this scenario presented a delicate balance to be managed going forward.  One year later, we know that inflation did not prove to be transitory, and that the Fed has pulled out all the stops in its efforts to control it – wreaking havoc in the stock and bond markets.
 
Our 2023 outlook titled, "Shelter from the Storm", provides our views on the markets and the key themes driving investment portfolios going forward. 
 
Additionally, I am excited to make several announcements in this year’s letter about the evolution of our firm – including new brand names for our two primary businesses and additions to the firm's leadership. 

Download our Year-End Update and 2023 Investment Outlook