UBS Sets Out Investment Opportunities For 2023 (2 min read)
UBS believes that defensive, value stocks, and bonds should continue to do well in 2023. Defensive sectors like consumer staples and healthcare will likely offer positive earnings’ growth next year. High inflation is expected to remain elevated which tends to benefit value stocks. Returns on US investment grade bonds or short duration bonds are also more predictable in the current environment. More on UBS’ favored opportunities are available in this article.