5 Investment Opportunities for 2023

Plus: Investment mistakes to avoid in the new year; your 2023 financial to-do list. [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=41265&elqTrackId=d43a03b5cd6947a39600baad47bbdc61&elq=82e33257507240f483416bf39d07504f&elqaid=41265&elqat=1&elqCampaignId=19691) [Smart Investor] Smart Investor [Tom Lauricella, chief markets editor]( Connect with Tom on [LinkedIn]( [Tom Lauricella] In this week’s newsletter: - [Better Investment Opportunities Coming Your Way in 2023]( - [Stock and Bond Markets’ Wild Ride in 2022]( (video) - [Your 2023 Financial To-Do List]( - [4 Investment Mistakes to Avoid in 2023]( - [3 Ways to Simplify Your Investment Portfolio in 2023]( After a year like 2022 in the markets, the best thing to do is learn our lessons, hang it up, and see what tomorrow brings. This past holiday week on Morningstar.com, we continued to wrap up the last twelve months, put into context the damage done to portfolios, and, most importantly, look at what we can put into action as we head into 2023. In this week’s [Investing Insights video]( Ivanna Hampton and I chat about the challenges that faced portfolio diversification in 2022, the Fed’s fight against inflation, and crypto’s implosion, along with the takeaway from Morningstar’s experts on these key trends. Meanwhile, we’ve got a set of great articles aimed at getting our portfolios back on track after this rough year. What made this past year so difficult for our portfolios? Yes, high inflation. But it wasn’t just that inflation was high, it’s that it was so much higher than we’ve been used to. And the same goes for the bond market, which behaved so much differently than we’ve been used to. As Sara Silano writes, basing our investment decisions on recent history is one of the mistakes from 2022 that we can learn from and avoid in 2023. Silano has [more lessons, here](. But let’s be honest with ourselves for a moment. Inertia is a powerful force preventing us from doing what we need to do with our investments. We’ve got two articles aimed at helping us overcome that hurdle: First, the more complicated our portfolios, the harder they are to maintain and stay on track. With that in mind, Susan Dziubinski offers up [three ways to simplify your investments](. Next up, Christine Benz offers up a [2023 financial to-do list](. It’s a month-by-month check list for those of us who struggle to maintain our New Year’s resolutions past the middle of January. And when it comes to the big question of where to put money to work, click below to read Sandy Ward offer up five themes that top investment strategists and money managers are focusing on for 2023. Among the potential opportunities: China, infrastructure stocks, and, dare we say, actively-managed stock funds. You can find all our year end and year ahead outlook articles, [here](. [Better Investing Opportunities Coming Your Way in 2023]( [Better Investing Opportunities Coming Your Way in 2023]( 5 new themes for portfolios, including bonds, China, and active management. Sandy Ward [Read More]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] Markets and the Economy [2022 Year in Review and 2023 Market Outlook]( [2022 Year in Review and 2023 Market Outlook]( Our analysts and specialists put 2022′s trends for stocks, bonds, and funds into perspective—and look to the future with a fresh market outlook update. Morningstar [4 Investment Mistakes to Avoid in 2023]( [4 Investment Mistakes to Avoid in 2023]( How to accept uncertainty and prepare your investments for different scenarios. Sara Silano [2 Emerging-Markets Bond Funds to Consider]( [2 Emerging-Markets Bond Funds to Consider]( After years of struggling, fixed-income funds focused on developing markets offer attractive yields; here’s how to take advantage. Brian Moriarty [Your 2023 Financial To-Do List]( [Your 2023 Financial To-Do List]( As the new year dawns, here’s your plan to get financially fit, one job at a time. Christine Benz [Model Portfolios to Keep an Eye On]( [Model Portfolios to Keep an Eye On]( With new model portfolios continually hitting the market, we’ve highlighted three series on Morningstar’s radar. Adam Millson [Why the Rich Have Become Richer]( [Why the Rich Have Become Richer]( Wage disparity is only half the story. John Rekenthaler [Stock and Bond Markets’ Wild Ride in 2022]( [Stock and Bond Markets’ Wild Ride in 2022]( We review what stocks and bonds’ down year has meant for portfolio diversification, the Fed’s fight against inflation, and crypto’s implosion. Morningstar [3 Ways to Simplify Your Investment Portfolio in 2023]( [3 Ways to Simplify Your Investment Portfolio in 2023]( Here are some easy investing strategies for those resolved to streamline their portfolios in the new year. Susan Dziubinski Chart of the Week [Where Are Stocks Looking Cheap or Expensive?]( [Where Are Stocks Looking Cheap or Expensive?]( 7 charts on valuations as the stock market heads into 2023. Jakir Hossain [Read More]( Share: [facebook]( [twitter]( [linkedin]( Popular This Week [Best of The Long View: Financial Planning and Retirement]( Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year. Christine Benz, Jeff Ptak [Pre-Retirees: Is Your Asset Allocation Too Aggressive?]( How to determine whether your asset mix is out of whack, your overall portfolio diversification is lacking, or you own too many investments. Christine Benz [Income Tax Treatment of IRAs Paid to a Trust: 7 FIT Facts You Must Know]( Here’s what you must know about how federal income taxes hit an IRA that is payable to a trust when the owner dies. Natalie Choate [Top 6 Portfolio Moves for 2023]( While the market environment remains uncertain, there are a few key changes worth considering. Amy C. Arnott [The Best Way to Learn About Money]( The class that high schools should teach. John Rekenthaler Listen Now Get the latest investing insights and market updates with [Morningstar’s podcasts]( available on your iPhone, iPad, Android, PC, or smart speaker. Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](. © 2022 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602