The Fed’s policy and investor concerns added to the volatility. To navigate the uncertain environment during the first quarter of 2023, portfolios should be diversified with a mix of assets including non-US equities and fixed income, while monitoring Fed policy and inflation. Please remain cautious, invest in defensive stocks and emerging markets, and have a strategy that can withstand market swings. Opportunities in fixed income should be considered at attractive valuations, but watch the global economy for recessionary risks.
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