Denis, from my perspective I think to focus on defensive sectors like healthcare and utilities - those tend to hold steady when times are uncertain.
After the Fed’s recent rate cut, bonds are becoming more attractive, and as yields fall, they could offer consistent returns over time.
Personally, I like commodities like gold as a reliable hedge against inflation. And in the forex space, I’d keep an eye on the yen. With the BoJ sticking to its ultra-low-rate policy, it creates some interesting long-term opportunities, particularly in the USD/JPY pair.
For the long haul, I believe a mix of defensives, energy, bonds, and commodities will help navigate what’s coming.
Hey Alessandro, so what should people invest in? What's the takeaway?
Denis, from my perspective I think to focus on defensive sectors like healthcare and utilities - those tend to hold steady when times are uncertain.
After the Fed’s recent rate cut, bonds are becoming more attractive, and as yields fall, they could offer consistent returns over time.
Personally, I like commodities like gold as a reliable hedge against inflation. And in the forex space, I’d keep an eye on the yen. With the BoJ sticking to its ultra-low-rate policy, it creates some interesting long-term opportunities, particularly in the USD/JPY pair.
For the long haul, I believe a mix of defensives, energy, bonds, and commodities will help navigate what’s coming.
Best,
Alessandro
Sounds convincing, Alessandro. I like your approach. Thank you.