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Navigating volatility through bold diversification
- Investment Management
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- 01.07.25
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In today’s environment, it is essential that investors adjust their portfolios to reflect major macroeconomic forces, from geopolitical conflict to shifting economic outlooks and trade policies. There are potential opportunities across different equity markets, with trade tariffs making some options more appealing than others. Bonds are still seen as beneficial, particularly when it comes to diversifying portfolios in volatile times. However, this uncertainty means that investors may need to consider other fixed-income assets. It is vital that portfolios remain resilient and maintain exposure...