Sea change
A sea change is a complete transformation, a radical shift in attitude or goals. Market conditions are drastically different and less ideal in this latest shift when compared to the post-crisis years. It progressed from the low-return world of 2009-2021 to today's full-return world. The previous era of low returns has given way to a world of full returns, and investors may not need to rely on risky investments as heavily to meet return requirements. The investor must invest differently, and this trend is likely to continue in the near future.
In terms of stocks or other assets that may benefit from the sea change, the healthcare, medical or life sciences, and energy infrastructure sectors currently offer an appealing combination of growth and values. Real estate, in addition to equities, remains an appealing diversifying. A significant allocation to alternatives such as commodities, private real estate, and hedge funds which generating income and reducing losses in portfolios. The investor should continue to diversify the investment, balancing long term growth and innovation investments with more defensive equity and fixed income strategies aimed at mitigating volatility and risk.
In terms of stocks or other assets that may benefit from the sea change, the healthcare, medical or life sciences, and energy infrastructure sectors currently offer an appealing combination of growth and values. Real estate, in addition to equities, remains an appealing diversifying. A significant allocation to alternatives such as commodities, private real estate, and hedge funds which generating income and reducing losses in portfolios. The investor should continue to diversify the investment, balancing long term growth and innovation investments with more defensive equity and fixed income strategies aimed at mitigating volatility and risk.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
