Five Investment Strategies to Focus on in 2023

Planning instead of predicting, reducing allocations of illiquid assets and having a diversified portfolio are good ways for investors to play defense this year.

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Editor’s note: This is the final part of a three-part series about what the economy and markets could look like this year. Part one was Will Rising Interest Rates Lead to Soft Landing or Recession? And part two was What the Markets’ New Tailwinds Could Look Like in 2023.

In part two of this series, we looked at the upsides of the Fed’s year-long offensive against inflation, the market’s grounding in fundamentals and the new tailwinds for investors. As we move closer to a normalized post-pandemic environment, most indicators are still pointing to a recession, and the Fed is eyeing a soft landing. Earnings growth should drive a rebounding stock market in 2023. And, as J.P. Morgan notes, “Relatively healthy consumer and business balance sheets ... could help keep some momentum.”

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Don Calcagni, CFP®
Chief Investment Officer, Mercer Advisors

As Chief Investment Officer at Mercer Advisors, Don is responsible for setting the strategic direction of the firm's investment platform, chairing the firm's investment committee, overseeing all investment-related communications, and the prudent stewardship of the firm's assets under management. His expertise is in the areas of fiduciary oversight, economics, financial mathematics, portfolio management, corporate finance, and taxation.