BBLAM recommends diversifying investments to cope with volatility through its top-performing funds across various asset classes for August 2569.

BBLAM presents its August 2569 investment outlook through B-SELECT, a selection of recommended funds under the current market conditions. This includes funds encompassing bonds, Thai equities, international equities, long-term growth thematic investments, and alternative assets, offering investors options for diversification and portfolio management in light of global economic and investment uncertainties. 

Mr. Issara Oradeedolcheth, Deputy Managing Director of Investment Strategy at Bualuang Asset Management Co., Ltd. ( BBLAM) , stated that in a situation where economic and political factors, international relations, and interest rate trends continue to impact global financial markets, appropriately diversified investment portfolios remain a crucial approach for investors. BBLAM has selected funds with diverse investment policies to provide investors with options to adjust their portfolios according to their individual goals and risk tolerance.

For Thai bonds, BBLAM recommends the B-STPLUS fund , which focuses on investing in high-quality government, private, and financial institution bonds, managing the portfolio with a short average maturity to increase flexibility in portfolio management. For international bonds, they recommend B-DYNAMIC BOND , which invests in global bonds and aims to generate income from US credit and securitized credit assets, managed with a duration of approximately 3-5 years.

For international equity investments, BBLAM recommends B-USPASSIVE , which offers investment opportunities in the US stock market, referencing the S& P 500 index. They believe that support from artificial intelligence (AI) investment and the relocation of manufacturing back to the US (US reshoring) remains a key driver for several industries, including technology, finance, manufacturing, and materials. For Thai equities, they recommend BSIRICG, which focuses on investing in high-quality Thai stocks that prioritize good corporate governance (CG). They see continued support for the Thai stock market from economic recovery, political stability, and investment flows into the market at appropriate valuations.

For investors seeking to increase diversification, BBLAM recommends BGOLD , which invests in gold, viewing it as a viable alternative asset to help diversify investment portfolios during periods of global economic and geopolitical uncertainty.

In addition, BBLAM recommends a group of long-term thematic funds: B-JPPASSIVE, B-ASIATECH, B-INNOTECH, B-US2000P , and BCAP-XHEALTH. These funds cover investment opportunities arising from Japanese corporate governance reforms, the growth of AI and global semiconductor technology supply chains, U.S. mid- and small-cap stocks, and healthcare businesses—industries that continue to attract global investor interest.

Mr. Issara further added that BBLAM prioritizes incorporating in-depth data and investment perspectives from its fund management teams and partners, leading global fund management companies, into its continuous analysis. This helps investors make more informed investment decisions amidst ever-changing market conditions.

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