Investing Ideas for 2023 According to Experts

As we head towards the end of 2022, one thing is certain – uncertainty. With so much ambiguity, it’s difficult to decide where to invest your money. If you’re looking for ideas, why not take a peek at what the Bloomberg interviewed experts are currently investing in?

1. Energy & Infrastructure

Tiedemann Advisors is focusing more intently on energy infrastructure stocks that could benefit from the shift away from higher-carbon energy sources such as coal. 

This includes midstream energy companies in natural gas pipelines, energy storage facilities – companies that facilitate the transportation of energy – and renewable energy firms. With this in mind, the future of energy infrastructure appears to be a more sustainable one.

Tiedemann predicts that many of these companies typically offer appealing dividends, can be bought at a bargain when compared to the overall US stock market (considering factors like price-to-earnings ratios), and provide a growth rate consistent with the bigger market while also providing more stability (as energy is a basic necessity).

Some ETFs Please

For broad exposure to a basket of 15 stocks that fit the bill, check out the L&G US Energy Infrastructure MLP UCITS ETF (ticker: SOLEIMLP; expense ratio: 0.25%). And to get in on the renewable energy action, consider the iShares Global Clean Energy UCITS ETF (INRG; 0.65%). 

2. US Government (local) Bonds

Capitalizing on the unsteady macroeconomic environment, New York-based WE Family Offices (unrelated to WeWork) proposes investing in municipal government bonds as a safe bet. These bonds are issued by local US governmental organizations, instead of the national government.

WE sees state and local governments in such strong financial positions during the pandemic; boosted by consumer spending, sales taxes, and rising property taxes, not to mention the lucrative tax incentives you can receive for investing in these bonds!

Some ETFs Please

You’ve got plenty of ETFs to pick from depending on your strategy, but two of the biggest ones to start with are the iShares National Muni Bond ETF (MUB; 0.07%) and the iShares National Muni Bond ETF (VTEB; 0.05%).

3. EU & Japanese Stocks

The Clocktower Group hypothesizes that a reduction in interest rate hikes for major developed markets and a potential revival of China’s economy in 2021 could be beneficial for stocks in Europe, Japan, and other emerging markets. 

Furthermore, from an investment standpoint, the California-based firm favors industrials, commodities, copper, and oil, and also holds a particular preference for Latin America, Indonesia, and South Africa in emerging markets.

Some ETFs Please

For exposure to European, Japanese and emerging markets stocks, consider investing in Vanguard FTSE Europe ETF (VGK; 0.08%), iShares MSCI Japan ETF (EWJ; 0.5%), and iShares MSCI Emerging Markets ETF (EEM; 0.68%). To dive into specific emerging markets, check out iShares MSCI EM Latin America UCITS ETF (LTAM; 0.74%) for Latin America, iShares MSCI Indonesia ETF (EIDO; 0.57%) for Indonesia, and iShares MSCI South Africa ETF (EZA; 0.57%) for South Africa.

4. US Stocks

RBC Brewin Dolphin is banking on the U.S. markets in 2023 thanks to the macroeconomic outlook. With interest rates expected to peak during the first quarter of next year and the U.S. dollar expected to take a hit against other currencies, the investment firm is confident that U.S. companies’ earnings will get a major boost.

Not all U.S. stocks are the same; RBC looks for “quality growth” and “quality income” stocks. What this really means is companies that can withstand tough economic conditions and higher rates. To that end, they’ve picked some impressive ones: UnitedHealth, Visa, Microsoft, Charles Schwab in the quality growth category; and Exxon, Home Depot, Procter & Gamble, JPMorgan and PepsiCo for quality income.

More ETFs Please

Investors may have difficulty pinning down a definition for “quality,” but the iShares MSCI USA Quality Factor ETF (QUAL; 0.15%) is one of the biggest and could be a great place to start. On the income side, the S&P 500 Dividend Aristocrats ETF (NOBL; 0.35%) features US companies that have increased their dividends for an amazing 25 straight years!

Should you be looking for a decent broker to load up on the ETFs, we can recommend Admirals, SwissQuote and Exness. 

Some of the trading ideas above will go into Portfolio ECS Flagship managed account trading, that you can now join via Exness, VT Markets, RannForex, and one more provider that requires a bit more manual work to get you started. 

Regardless, we are happy to see you invested with us and will work hard to catch similar moves in the coming months. 

Safe Trading
Team of Elite CurrenSea 🇺🇦❤️