Delphi is an investment management firm providing services to institutional and individual investors. As we enter 2023, the investment landscape presents new challenges and opportunities. This article will analyze emerging investment trends and attractive prospects across various asset classes that Delphi tracks in this evolving environment.
Public Equities Face Volatility But Offer Value
With recession risks looming, public equities could see significant volatility in 2023. However, current valuations for strong companies are looking increasingly attractive for long-term investors. Areas like healthcare and consumer staples may be defensive havens, while recovering sectors like financials and industrials could rally on economic upside.
Private Markets See Shift Toward Later Stage Investments
The high interest rate environment and uncertain exit environment is leading private capital to flow into later stage tech and growth plays over early stage venture. However, sectors like cybersecurity, fintech, and healthcare tech continue to see strong interest from private market investors.
From public market corrections to private market shifts, 2023 presents new realities and opportunities for investment. Delphi continues monitoring developing trends to identify attractive risk-return prospects across different asset classes for our clients.