(Boursier.com) — BNP Paribas Wealth Management presents 5 promising investment themes for 2023: These five investment themes focus on new sources of income, strategies for taking advantage of market volatility, responses to the crisis energy, the long-term opportunities going beyond the peak of inflation and the rise in interest rates, or on the ecological transition.
THEME 1 – Looking beyond the peak of inflation and interest rates…
Long-term investors should look beyond the peak of inflation and key rates to seize the investment opportunities that lower inflation and long-term rates, expected in 2023, may offer.
THEME 2 – Seize new revenue opportunities
The days of accommodative monetary and fiscal policies that drove bond yields close to zero and forced the choice of equities as a rare source of return are now over. The recent surge in bond yields and the widening of credit spreads have created opportunities in the bond segment.
THEME 3 – Take advantage of market volatility.
In an environment of uncertainty surrounding interest rates, inflation and the extent of a potential recession, global bond and currency markets experienced the highest volatility in decades. As for equities, they have entered a bear market period and are also experiencing increased volatility.
THEME 4 – Investing in a new era…
The COVID-19 pandemic, economic stimulus measures and escalating geopolitical tensions have paved the way for a new environment of high inflation due to, among other things, an energy shortage, the sharp rise in interest rates and to the reversal of globalization in favor of the relocation of production chains. Structural changes by nature that require a state to build its investment strategy differently.
THEME 5 – Towards ever greater energy efficiency!
The context of global warming, tensions with Russia and the explosion of fossil fuel prices requires the acceleration of the search for alternative solutions to reduce energy consumption and greenhouse gas emissions.
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