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Each year, we like to take time to reflect on what happened in investing over the past 12 months. This not only helps us discuss your portfolio with you, it also helps set the stage for the year ahead.

This year, Quorum Managing Partner Kelly Milligan’s annual recap of 2023 was published by Advisor Perspectives.

Among the losers? The banking sector, which never recovered following the collapse of regional banks in spring of 2023. Commercial real estate took a double hit: The work-from-home movement combined with rapidly increasing interest rates created problems for both public and private REITs.

For all the talk about the dollar—from inflation to its role as global reserve currency—the currency itself stayed mostly neutral against other world currencies.

For the winners, which we expect to extend at least part of the way into 2024, read the full article.

Revisit our 2022 winners and losers.