15 investment themes for your radar in 2023

2022 was a year of macro. Runaway inflation and the rate hikes central banks responded with dominated headlines, and everything else seemed to feed from that. 

These problems remain with us still, but they've been largely priced into markets. 

So how do you parse the noise from the themes that matter?  

As part of our 2023 Outlook Series, we asked 15 fundies to describe the investment themes they're keeping an eye on. 

Guest order in this podcast: 

• Mary Manning, Alphinity Investment Management
• Dion Hershan, Yarra Capital Management
• Jun Bei Liu, Tribeca Investment Partners
• Marcus Padley, Marcus Today
• Ben Clark, TMS Capital
• Nick Griffin, Munro Partners
• Andrew Clifford, Platinum Asset Management
• Catherine Allfrey, Wavestone Capital
• Michael Goldberg, Collins St Value Fund
• Matthew Kidman, Centennial Asset Management 
• Nick Sladen, LSN Capital Partners
• Anthony Aboud, Perpetual Asset Management
• Robert Gregory, Glenmore Asset Management
• Romano Sala Tenna, Katana Asset Management
• Oscar Oberg, Wilson Asset Management 

Note: We would like to thank the fund managers for sharing their insights ahead of 2023 in the spirit of the Outlook Series. This article is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own.

This vision was filmed on the 6th of December 2022. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/15-problems-that-are-puzzling-fundies-right-now