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Investment trends to watch out for 2023

Investment trends to watch out for 2023
By Anushka Sharma

You might be banking on 2023 to make up for the losses of the tough market of 2022 that hurt your investments. We understand that you are seeking the best place to spend your money as we approach 2023.

  • Consider estate planning
  • Investing in stocks
  • Buying bonds

 

2022 will likely go down in history as one of the worst years for investors. The Nasdaq 100 (NDX),  S&P 500 (SPX), and Dow Jones (DJIA) have all entered bear market territory.

Aside from the COVID-19 pandemic's ongoing effects on supply chains, the market turmoil caused by a mounting recession and the war in Ukraine, markets may fluctuate, but those who make the correct investments can survive the turbulence. Take advantage of the hot trends to increase your financial portfolio in 2023. Sticking to your plan is one of the most important rules for long-term investment success.

Goals and conditions, however, are subject to change, necessitating a recurring investment portfolio review. BankQuality has compiled a list of the top investment trends for 2023.

Consider estate planning

Despite rising interest rates that can negatively influence property values, real estate ranked as the best long-term investment for the third time in the last four years.

People's view toward their second choice, stocks, may help partially explain their preference for real estate. When asked why they didn't select stocks as their preferred long-term investment, survey participants cited the stock market's volatility, intimidation factor and perception that the market is biased against individuals.

Investing in stocks

Stocks have historically produced yearly returns of roughly 10%, making them one of the finest sources of long-term wealth creation. Stocks are fractional ownership holdings in actual companies, and as these companies make money for investors, their value grows and decreases.

The performance of the main stock market indices during the past 10 years is shown below:

S&P 500: annualised 11.1% (as of Nov. 25, 2022)

Dow Jones Industrial Average: annualised 10.2% (as of Nov. 25, 2022)

Composite: annualised 13% (as of Sept. 30, 2022)

Buying bonds

Bond prices have mostly been in a bull market over the previous few decades, as interest rates declined from the extremely high levels observed in the early 1980s. Bond investors benefited greatly from the long-term drop in interest rates, which enabled them to generate favourable returns.

BankQuality suggests that your allocation should move more in favour of bonds or other less risky assets, as you approach your target.

Conclusion

When it comes to investing for the future, investors have numerous options. Understand any asset class you choose to invest in and pay close attention to its long-term performance. Almost any investment can perform well in the short term, but the long term is what investors care about. Visit https://www.bankquality.com/ to make smart decisions. You can go through reviews of different financial institutions on our website.