Market misery could lay groundwork for a bright 2023: Dale Jackson - BNN Bloomberg

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It’s been a rough year for Canadians investing for and in retirement as they get squeezed between skyrocketing borrowing costs on one side, and dismal stock market performance on the other.

Things would look pretty grim if success or failure was based on one year, but it’s not. The longer-term view reveals a few silver linings that could get your retirement plan back on track in 2023. Most sound retirement plans call for the elimination of debt but a four per cent increase in the benchmark interest rate this year alone might seem like quicksand for those hoping to get there.

We haven’t seen rates this high since 2008, but they still dwarf the all-time Bank of Canada high of 16 per cent in 1991. While rates might seem high for a generation that has only known rock-bottom interest rates, these are historically normal times.There are two sides to every trade, however. A loss for borrowers is a gain for lenders who have had to suffer low-fixed income yields for the past three decades.

That gives investors the opportunity to shift portfolio assets from volatile equity markets to the safety of fixed income; allowing them to achieve long-term return goals with much less risk. Shifting your portfolio from equities to fixed income will probably take time in the wake of this year’s double-digit stock market decline. “Buy low, sell high” is the rule and selling now is probably a bad idea.

Inflation concerns, rising interest rates, and pandemic lockdowns have been a strain on equities and the economy despite decent corporate earnings growth.Stock markets ebb and flow, but always go up over the long term. Last year the S&P 500 advanced by an eye-popping 27 per cent and the TSX Composite gained 22 per cent.

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