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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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Consider shifting your equity allocation to have a “quality” tilt

If you’re worried about markets, consider shifting to high quality companies that can help weather volatility rather than moving away from stocks all together.
iShares MSCI USA Quality Factor ETF
iShares Core Dividend Growth ETF

Personalize your equity allocation

For high net worth clients, Aperio offers personalized, tax-optimized index equity Separately Managed Accounts (SMAs) to reflect the unique goals of individual investors.
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Manage portfolio risk with option overlays

BlackRock offers access to option overlays, which can be used to reduce equity risk without changing existing holdings.
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The latest market insights


    Bonds wobble and bonds are back to being a Hedge

    Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager of Global Allocation discusses whether bonds can continue serving as an equity hedge.

    Cash can be a drag when rate hikes end

    Pay attention to the bond diversification, resiliency quality stocks may offer, and current allocation to cash within portfolios in the wake of Fed action.
  • Bonds/Fixed Income

    How ETF bond ladders can help give client portfolios a boost

    Learn how iBond ETFs make bond laddering simpler and more time-efficient for advisors to create, while helping clients access yields and reinvest coupons.

    Rethink Your Volatility toolkit- Quality and Minimum Volatility

    Clients can maintain long-term equity allocations while seeking resilience in their portfolios with QUAL and USMV. Read more about quality and minimum volatility.

    After the Fed, a return to ― and returns from ― fundamentals

    Macroeconomic factors have been driving markets, but Fundamental Equities CIO Tony DeSpirito is readying for stock specifics to reassert their importance.

    Yields are back and it may be time to rethink your allocation

    Yields are back and advisors have an opportunity to rethink their clients’ overall asset allocation – and the tools they use to build fixed income portfolios.

    The outlook for interest rates is evolving. Is your portfolio?

    Greater uncertainty around Fed policy underscores the need for fixed income diversification while higher rates create opportunities for your equity allocation.

    Consider short term bond ETFs as a way to put cash to work

    Short duration bond ETFs can potentially generate more income while helping clients step out of cash and meet their short – or long-term investment goals.

    The Role of Alternatives in 2023

    Yields are back, but the need for additional diversification remains. Learn how alternative investments can help diversify portfolios in 2023.

    Three Peaks: The Macro Outlook and Fixed income

    Peaking economic indicators suggest that we are entering a phase of slowing momentum and a more moderate Fed, setting up 2023 to be a strong year for fixed income

Communicate with clients during market uncertainty

BlackRock’s popular, end-client approved “Conversation Starters” help you get the conversation rolling.

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Conversation Starters

When markets are volatile, clients’ emotions can run high. Each of them need to hear from you, but there aren’t enough hours in the day for individual conversations. This is where effective scaled communications can help you build and maintain client trust without sapping all your energy.

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Counsel clients with behavioral finance

Logically, a client’s investment decisions should be driven by numbers. But, in reality, emotions can come into play. That’s why your clients need a coach to help them stay invested through market ups and downs.

Build tax-efficiency into your portfolios

Explore solutions, tools and insights to build tax-efficient portfolios and help clients keep more of what they earn.
Explore tax insights