Part 10/11:
Ultimately, markets tend to recover and grow over the long term despite political upheavals. The key for investors is to remain disciplined and avoid overreacting to short-term headlines. Maintaining a diversified portfolio, with a focus on sectors resilient to policy shifts, is critical.
Currently, many financial strategists remain optimistic about equities, particularly in tech and communication sectors in the U.S., citing their continued earnings resilience and potential for a soft landing in the U.S. economy. Conversely, sectors like real estate are comparatively underweighted due to concerns over interest rate trajectories and regulatory changes.