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For fixed income, the focus shifts toward investment-grade bonds, particularly government bonds and high-quality corporate bonds. These are considered safe havens in turbulent times. Conversely, risky high-yield bonds are cautioned against, as they may face downgrades amid economic slowdowns.
Long-Term Perspectives and Thematic Investing
Investors are encouraged to adopt a long-term view, especially institutional investors with patience to weather short-term fluctuations. Time is described as an ally—waiting for market corrections can enable investors to acquire undervalued assets. Diversification across global markets, rather than concentrating on single sectors or countries, helps mitigate risks.