Gloom and boom: Fund managers' top picks for 2023

Inflation - the bond market's nemesis because it forces up rates and erodes returns - looks likely to moderate this year as recessions start to bite.

Joost van Leenders, senior strategist at Van Lanschot Kempen, bought into Treasuries back in August on the expectation "inflation will come down because economic growth comes down." He remained wary on euro zone bonds with the European Central Bank nowEquity investors hope a V-shaped year for the global economy will see stocks end it comfortably higher.

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2023 looks good for the market — especially for one 'extremely attractive' asset class: Fund managerStocks and bonds could rally 10% next year, says Jay Hatfield of Infrastructure Capital Advisors, who explains why he's more optimistic than many strategists. gold Not gonna lie, kinda wishing there was a laughing reaction on Twitter right now. How embarrassing it must be to have 5 million followers and your engagement is literally .0004% 😂 good job of destroying yourselves and have fun with layoffs
Source: CNBC - 🏆 12. / 72 Read more »