High Hopes: Uncovering Pockets of Opportunity in Challenging Markets

At the midpoint of 2023, we assess where we’ve been and where we’re going from here. Our commitment to viewing investments with a fresh perspective and from all angles is how we help clients build portfolios that redefine what’s possible.


24 min read


Market Events

Key takeaways

  • 2023 has brought surprises—both positive and negative—that can help us redefine how we prepare for risks and seek new opportunities.
  • Our commitment to being purposefully divergent allows us to be agile and find shorter-term tactical opportunities while maintaining a long-term perspective.
  • In a new regime of higher rates, higher inflation, and greater market volatility, learn about the themes we’re expecting and how we’re navigating markets."