With high inflation and impending monetary policy tightening stoking fears in the mind of investors around the globe, Narayan Shroff, Investment Director, Barclays Private Clients India, laid out all the big themes for the year. While interacting with Shaleen Agrawal from FinancialExpress.com, Shroff touched upon burning themes such as inflation and energy transition. He said that this is a brilliant time for investors, adding that in the next three to six months, markets could open up 'opportunities for investors across the curve and across all credit spreads'. Shroff also maintained that IT, green ecosystem and materials are the structural themes that he is tracking and is bullish on.