BBBLAM highlights its B-SELECT portfolio, diversified across multiple assets to weather global market volatility, maintaining weightings in US equities, gold, and long-term growth themes.

BBLAM unveils its September investment outlook for the B-SELECT fund, emphasizing a diversified portfolio encompassing bonds, US equities, Thai equities, gold, and global thematic funds. This aims to balance growth opportunities, income streams, and risk management amidst uncertainty surrounding interest rates, geopolitics, and structural changes in the global economy.

On September 15, 2569, Mr. Issara Oradeedolcheth, Deputy Managing Director of Investment Strategy at Bualuang Asset Management (BBLAM), revealed his investment outlook for the B-SELECT portfolio for September 2569.

BBLAM continues to prioritize a multi-asset allocation strategy to balance investment growth opportunities, income generation, and risk management amidst global economic and financial market uncertainties stemming from various factors including interest rate trends, geopolitical tensions, and structural changes in the global economy.

Mr. Issara stated that diversifying investments across assets with different return drivers remains a key approach for long-term portfolio management. The B-SELECT portfolio is designed to blend investments in bonds, stocks, and alternative assets to increase resilience in dealing with market volatility and support the generation of returns appropriate to investors' risk tolerance.

For its current portfolio allocation, B-SELECT continues to prioritize core funds to help create stability and balance in the portfolio. These include B-STPLUS and B-DYNAMIC BOND, which focus on investments in debt instruments to help manage liquidity and reduce volatility. Meanwhile, B-USPASSIVE is used as a key component in accessing growth opportunities in the US stock market, which continues to be supported by strong economic fundamentals and corporate earnings.

Meanwhile, B-SELECT also invests through B-SIRICG to increase opportunities in the Thai stock market, focusing on dividend-paying companies with strong fundamentals and a focus on corporate governance. BGOLD plays a role as an asset for diversification and helps increase portfolio resilience during periods of market volatility stemming from economic factors or geopolitical events.

In terms of investments for long-term growth opportunities, BBLAM also sees potential from the structural changes in the global economy. Therefore, it diversifies investments through funds across multiple themes and regions, including B-NIPPON, B-CNNEXT, B-ASIATECH, BCAP-XHEALTH, and B-INNOTECH , covering investment opportunities in Japan, China, Asian technology, healthcare and medical technology sectors, as well as global innovations and technologies.

Mr. Issara stated that although the current investment environment remains uncertain, there are still investment opportunities in various assets and regions worldwide. Therefore, diversifying portfolios appropriately and aligning with each investor's goals remains a crucial factor in managing volatility and creating long-term investment opportunities.

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