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2023 investment strategies
Investment strategies for 2023
Market uncertainty, higher yields, turmoil in parts of the banking sector and lack of a clear buying signal has led to ~940 billion flowing into cash related products.1 Help your clients reassess and find opportunities to reinvest.
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An overweight to cash could be costing your clients
Source: Morningstar as of 3/31/23. All money market and bond asset classes represented by their respective Morningstar category average. U.S. stocks represented by the S&P 500 Index. Index performance is for illustrative purposes only. Index performance does not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.
Reassess your clients’ cash holdings
Money market funds (MMFs) have seen nearly 4x more flows than bond funds year-to-date.2 What many investors don’t realize is that even with elevated yields, domestic MMF performance has generally lagged significantly compared to bonds and equities.
Your clients may be missing out on potential market upside by sitting in cash. Help them stop “rate shopping” and consider reinvesting their excess cash.
Play the long game in equities
Recession fears continue to loom and it’s hard to call a market bottom. Don't let this spook your clients towards cash and potentially miss opportunities to stay invested in equities.
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1 Source: FRED and SIMFUND as of March 31, 2023. Over $940 billion accounts for flows into CDs and Money market funds in the last year.
2 Source: Morningstar. Money market and ETF and mutual fund bond flows from December 1, 2022 through February 28, 2023.
3 Source: BlackRock, Aladdin. For illustrative purposes only. Data as of March 31, 2023, based on 4,841 portfolios. The benchmark moderate portfolio is comprised of the S&P 1500, ACWI ex-U.S. and BBG Universal indexes. These attributes are calculated for each portfolio as a weighted average of the underlying holdings. The portfolio-level metrics are then averaged in each risk profile cohort to arrive at the numbers.
4 Source: Morningstar as of April 30, 2023. MSCI EAFE® up 11.2%, S&P 500 up 7.9%. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.
Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
An investment in fixed income funds is not equivalent to and involves risks not associated with an investment in cash.
Money market funds typically seek to maintain a net asset value of $1.00 per share. Fixed income funds do not have a similar objective.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries.
No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.
Any indexes referenced herein are used under license by BlackRock and/or Aperio. Indexes represent unmanaged groups of securities. Investing directly in an index is not possible. Reference to an index does not imply that the portfolio would achieve returns, volatility, or other results similar to that index. Further, an index’s composition may not reflect the manner in which a client portfolio is constructed in relation to expected or achieved returns, investment holdings, portfolio guidelines, restrictions, sectors, correlations, concentrations, volatility, or tracking error targets, all of which are subject to change over time. Any index referenced would necessarily be materially different in strategy and volatility from the client account.
The S&P 500® Index is an equity benchmark for US stock performance. It is a capitalization-weighted index covering 500 large US companies chosen by Standard & Poor’s for market size, liquidity, and industry group representation. The S&P 500® index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by Aperio. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services, LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Aperio. No Aperio strategy or product is sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) or strategies, nor do they have any liability for any errors, omissions, or interruptions of any index.
The MSCI EAFE® Index is an equity benchmark for international developed-markets performance. It is a capitalization-weighted index covering large and midsize companies. The index includes approximately 900 stocks from 21 developed-market countries, excluding the US and Canada. The MSCI Indexes referenced herein are the registered trademark of MSCI or its subsidiaries in the United States and other jurisdictions. The indexes are used by Aperio under license from MSCI. The strategy referenced herein is not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such strategies, or any MSCI index upon which such strategies are based. Aperio’s license agreement with MSCI contains a more detailed description of the limited relationship MSCI has with Aperio and any related strategies. No further distribution of data from any MSCI index is permitted without the MSCI’s express written consent.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Investors should consult their tax or legal advisor regarding such matters.
This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.
The BlackRock and iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").
The iShares Minimum Volatility Funds may experience more than minimum volatility as there is no guarantee that the underlying index's strategy of seeking to lower volatility will be successful.
For more information on the differences between ETFs and mutual funds, click here.
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