Our 2023 midyear outlook, Testing the waters, made the case for a purposeful yet gradual reentry into financial markets for risk-averse investors holding on to large amounts of cash. Today, many investors remain wary of inflation, monetary policy and a possible recession. But while these concerns continue, an important variable has changed: The economic cycle is further along, with the game clock running down. We think a winning investment strategy in this environment calls for getting off the sidelines and positioning portfolios for attractive late-cycle opportunities while they’re still in play.
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