Sectors in which it is advisable to invest this year
Posted: Thu Jan 30, 2025 5:03 am
Economies fluctuate, adapt, evolve, and along with them, productive sectors of all kinds rise and fall. Not only at an international level, but also within the same country, significant socioeconomic changes can occur by region. Knowing where and how to invest is therefore a more than complex task for anyone interested in obtaining returns on their capital.
Guessing the future is a dream for any company and self-employed armenia number data person, but to find the right investment paths, it is necessary to stick to studies and predictions from experts. After a 2019 of great joys and surprises, the markets are now fearful of a possible recession already encouraged by certain sectors. However, 2020 will continue to be a great year to invest , and that is why at MASMÓVIL Negocios we are trying to clarify a panorama that is as changing as it is difficult to analyze.
The best sectors to invest in
You may also be interested in: " Keys to successfully investing in the stock market "
Preliminary considerations
Before you start investing, it is important to take into account certain factors. The first is diversification ; the design of a personalized portfolio that fits a certain risk profile depending on the context.
Direct or indirect investment? To invest head-on in a type of asset, you need to know it in depth , have plenty of time and have reliable and accurate information. It is not surprising that most investors opt for indirect paths.
In this case, it must be taken into account that a large part of the traditional funds offered by banks have proven to be inefficient. The solution to the dilemma is called passive or index management , and hence the ETFs . These stand out especially for their tax-free nature and for their greater versatility.
The type of income is also part of these considerations with a consensual and quite clear assessment: fixed income is dying (with nuances). The most conservative savers will have to take more risks than ever if they want to continue earning returns. The answer will be subordinated bonds, peripheral sovereigns, and issues with a rating between 'BBB' and 'BB'.
Investing in the Stock Market
In the long term and only in leading sectors. 2020 will continue to be a year of incipient uncertainty , and it will be crucial to ensure each step taken. Being selective when investing in the stock market , one can look towards new consumption, technology or the health sector. Bankinter and other experts point towards electricity and infrastructure, while Dunas Capital points to the automotive industry, financial services, logistics and energy.
Investing in housing
Uncertainty will also haunt the housing market. Analysts do not agree on the growth or decline of the sector, but they do agree on the preference for renting over buying. Socimis ( Anonymous Listed Companies for Investment in the Real Estate Market) are the most interesting option for Bank of America and many other investors. If you have to bet on bricks and mortar, do it through these Spanish-style REITs .
Investing in cryptocurrencies
In Spain there are already about 4 million investors in cryptoassets . This makes us the third largest investor in Europe, and the fifth in terms of holdings internationally. There are already investment funds that operate in this market, and more and more companies are accepting payments in cryptocurrencies . Analysts point out that 2020 will be a great year to invest in cryptocurrencies , following a key fact: their origin dates back to the 2008 crisis, and the current uncertainty points towards a new recession.
Investing in banking
And not just any kind. Experts are looking at Spanish banking as a major attraction for the new year. The poor results on the stock market throughout 2019 place CaixaBank , Santander and Sabadell as the best options. However, with reservations; the managers of the large funds remain cautious, awaiting the final resolution of the battle over IRPH mortgages, the real reduction in the margin of Spanish entities (with a forecast of 6%), and the impact of the latest measures of the ECB.
Guessing the future is a dream for any company and self-employed armenia number data person, but to find the right investment paths, it is necessary to stick to studies and predictions from experts. After a 2019 of great joys and surprises, the markets are now fearful of a possible recession already encouraged by certain sectors. However, 2020 will continue to be a great year to invest , and that is why at MASMÓVIL Negocios we are trying to clarify a panorama that is as changing as it is difficult to analyze.
The best sectors to invest in
You may also be interested in: " Keys to successfully investing in the stock market "
Preliminary considerations
Before you start investing, it is important to take into account certain factors. The first is diversification ; the design of a personalized portfolio that fits a certain risk profile depending on the context.
Direct or indirect investment? To invest head-on in a type of asset, you need to know it in depth , have plenty of time and have reliable and accurate information. It is not surprising that most investors opt for indirect paths.
In this case, it must be taken into account that a large part of the traditional funds offered by banks have proven to be inefficient. The solution to the dilemma is called passive or index management , and hence the ETFs . These stand out especially for their tax-free nature and for their greater versatility.
The type of income is also part of these considerations with a consensual and quite clear assessment: fixed income is dying (with nuances). The most conservative savers will have to take more risks than ever if they want to continue earning returns. The answer will be subordinated bonds, peripheral sovereigns, and issues with a rating between 'BBB' and 'BB'.
Investing in the Stock Market
In the long term and only in leading sectors. 2020 will continue to be a year of incipient uncertainty , and it will be crucial to ensure each step taken. Being selective when investing in the stock market , one can look towards new consumption, technology or the health sector. Bankinter and other experts point towards electricity and infrastructure, while Dunas Capital points to the automotive industry, financial services, logistics and energy.
Investing in housing
Uncertainty will also haunt the housing market. Analysts do not agree on the growth or decline of the sector, but they do agree on the preference for renting over buying. Socimis ( Anonymous Listed Companies for Investment in the Real Estate Market) are the most interesting option for Bank of America and many other investors. If you have to bet on bricks and mortar, do it through these Spanish-style REITs .
Investing in cryptocurrencies
In Spain there are already about 4 million investors in cryptoassets . This makes us the third largest investor in Europe, and the fifth in terms of holdings internationally. There are already investment funds that operate in this market, and more and more companies are accepting payments in cryptocurrencies . Analysts point out that 2020 will be a great year to invest in cryptocurrencies , following a key fact: their origin dates back to the 2008 crisis, and the current uncertainty points towards a new recession.
Investing in banking
And not just any kind. Experts are looking at Spanish banking as a major attraction for the new year. The poor results on the stock market throughout 2019 place CaixaBank , Santander and Sabadell as the best options. However, with reservations; the managers of the large funds remain cautious, awaiting the final resolution of the battle over IRPH mortgages, the real reduction in the margin of Spanish entities (with a forecast of 6%), and the impact of the latest measures of the ECB.