Therefore, investors should keep an eye on the global environment to diversify risk and optimise their portfolios in the long term. Although the investment world still faces many challenges, Citi analysts are optimistic about cyclical industries that have benefited from the changing environment. They also see the opportunity to drive sustainable returns and leverage the capital market, to increase returns from holding cash or fixed-income investments. They recommend diversifying in various industries which can be categorised into three themes, which are:Long-term leaders – Switch from rebound investing to sustain returns. It is expected that the fixed income segment to provide the best returns are the emerging market bonds in Asia, high yield bonds and US treasuries.

Source: The Nation Bangkok February 11, 2022 08:55 UTC