Research (Investicniweb.cz)
World markets  |  December 13, 2012 08:00:47

In 2013, invest in stocks. Comfort you, says fund boss Nomad



Technologies we support and we have to be wary of high inflation, says Boguslaw Skowronski, partner in the Polish-Swiss fund Nomad. Cosmopolitans with experience from Harvard and Investment Division UBS advises investors keep cautious but open mind. In 2013, because the time is right to invest.

Most experts expect in 2013 from growth stocks. What this could dampen optimism?

Boguslaw Skowronski (BS): You need to watch inflation. Meanwhile, her imaginary spiral neroztočila - even if the consumer price index rising slightly faster than GDP, especially for food - but even so, we ought rather to what would be a possible hyperinflation. Sure, the hold shares of companies, especially those which, in the inflationary spiral spin to increase prices at the moment is a good choice. Although they are sectors with regulated prices, within which it can difficult to respond to accelerating inflation, but it is a minority. If companies adequately raise prices of their products or services, it should not have any high inflation in their stock prices influence.

For 2013, therefore cautious bet on the offensive, which includes the purchase of shares.

BS: I think 2013 will be a good year for investments in companies. In general, the availability of capital low valuations companies are decreased. The question is what form now invest - through mutual funds, by investing in a company, which means greater risk, or some other way? Each strategy has its pros and cons. I believe in diversification - if invested for myself, I would definitely be part of your portfolio in equities of companies that are protected against inflation.

Returning to inflation. How likely is it that in 2013 we will see such a price increase, which has changed the rules of the game that affects it, and how to what is appropriate to invest?

BS: I think such an inflation next year still will not. Markets are still relatively subdued, which is true in many areas. Figuratively speaking, we still have not yet gotten out of the hole into the fresh air. On the other hand, if you choose the investments that you should earn in the medium term, as we do in our fund is certainly a need to take into account the risk of higher inflation. In other words, prices are now - and next year I think there will always be - attractive. It is time to invest in stocks, and be prepared for a gradual increase in inflation.

What are the current opportunities?

BS: One of the areas that now I find it extremely interesting, something related to what I call digital shock. Take, for many business models ingrained hacked internet. Or smart phones - increases both their number and use of the Internet and data through them.In some emerging markets, it is possible to follow in this area grow annually by 50% or more, which is incredible. It is often a country with a large population, and the masses of people are increasingly having access to new technologies.

Which sectors and which strategy cheers advises   for investment in 2013 to choose Boguslaw Skowronski, can be found on the web Investment

Read also:

This portfolio is recommended for 2013 Swiss UBS

Portfolio from UBS

UBS in its fresh outlook for 2013 recommends investors with well-diversified portfolio. The main interest should be in emerging markets. »more


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