DISCLAIMER: The opinions and comments of the speakers provided in this video do not constitute investment advice. You are responsible for your trades. All investments involve risk.
2022 has been very difficult for financial markets, equities, crypto, and bonds went down. Investors were hardly finding a safe place. In this chaotic environment, Peter Rosenstreich, head of investment products at Swissquote, and Ipek Ozkardeskaya, senior analyst, discuss the major trends and themes for the coming year and the way to invest for private clients with managed and balanced portfolios.
- 00:00 Intro
- 00:24 How to hedge or benefit from inflation
- 02:36 Shorting the global markets
- 06:54 Promising sectors for 2023?
- 08:32 Sustainable energy & decarbonization
- 09:10 Metaverse counter-performance
- 10:30 Global cybersecurity needs growing
- 11:57 Low point of semiconductors?
- 12:45 China: economic growth vs equity valuation
- 14:27 Themes Trading: how to invest in megatrends
Peter Rosenstreich is the head of investment products at Swissquote. He identifies and analyses opportunities in structural and sustainable change, which includes new business models, disruptive technology, and impacts from sustainable investment.
Ipek Ozkardeskaya began her financial career in 2010 at the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst at the London Capital Group in London and in Shanghai. She returned to Swissquote Bank as a Senior Analyst in 2020.
#swissquote #megatrend #themestrading #inflation #sustainability #decarbonisation #investing #investingtips #metaverse #cybersecurity #chinastocks
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Themes Trading is a product issued by Swissquote Bank SA based in Switzerland and regulated by FINMA.
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