A check list for the coming year

'Good time to rebalance portfolios'

Year end is a perfect time to adjust portfolios, to take account of recent successes or failures and anticipate key themes in the coming year.

On this occasion, it is an excellent opportunity to carry out some long-term thinking as well. What are the prospects for 2023? It is always worth reading the year ahead reports from  market strategists and economists, albeit with a pinch of salt. If you wisely kept last year's copy, check the accuracy of their predictions and whether they are merely repeating previous messages, for example ‘it is time to buy equity, especially EM and China'. 'Scars' of the energy play will linger in 2023 This year's raft of reports understandably propose a year of two halves, either a short-ter...