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In 2023, it is important to think about your portfolio amid negative news. Consider broker forecasts for next year and look at various asset types, sectors, and countries to find value. Recommendations for potential portfolio tilts are also suggested. Focus on the U.S. market and analyst forecasts for the S&P 500. Analyze the trend growth line and historical analyst forecasts to make informed investment decisions. Don't forget to subscribe to the channel for new content.