Equity strategies for 2023: Quality and Thematic investing

2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As we enter 2023, hopes are high that this year will be better and free of disruptive surprises. Yet, the market appears to be pricing in an economic slowdown, and companies are continuing to lower their earnings forecasts for this year. How should investors then approach equity investing this year? Our research experts believe that Quality investing as an investment style will outperform going into 2023. The Next Generation theme of Energy Transition also looks promising.We speak with Cesare Valeggia, Senior Portfolio Manager Global Excellence Strategies and Chen Jiazhi, Head Next Generation Fund Management at Julius Baer, to find out more.