February 2023 Newsletter | The Soft Landing Is Priced In, Adjust Risk Accordingly

Summary

• The S&P finished the first month of 2023 up 5.5%, the best January since 2019 aided by falling inflation and soft landing hope.

• Inflation continues to ease helping to pull down interest rates giving investors a green light to go back heavy into bonds.  More income, less risk!

• As Blackrock notes, "carpe diem, bond investors!"   It's a great time to …