As we move into 2023 and beyond, we expect to see major technological trends continue to shift the way we experience and interact with the world. The digitization of the economy is proceeding at a brisk pace, and business leaders around the world are now taking full advantage of the increasingly broad set of automation technologies available, from innovations in software and the cloud to advancements in robotics and machine learning.
We believe these trends will provide investment opportunities related to five key themes, each a potential secular beneficiary, that may help investors take advantage of cyclical market weaknesses
Join ROBO Global for a conversation with their research team about Q4 performance across their innovation indices: ROBO, HTEC, & THNQ.
2023 Outlook: Silver Linings
In Principal's Global Insights 2022 outlook, Past the peak, they highlighted how with equity valuations at or near all-time highs, rates near all-time lows, and central banks gearing up to end easy monetary policy, 2022 would present a more challenging and volatile investment environment. Frustratingly for investors, that call was dead on, with both U.S. equities and bonds, for the first time since the 19th century, recording double-digit yearly declines!
2023, however, is sizing up to be a better year for some segments of the market. Inflation and central bank policy will likely continue being key focus points for investors. Yet, while persistently restrictive monetary policy and the likely resulting U.S. recession will weigh on the broad equity market outlook, it implies opportunities for both core fixed income and real assets.
Digital Wealth News
Bozeman, MT 59715 | USA
https://dwealth.news/
