Global economic uncertainty, rising inflationary pressures and escalating geopolitical tensions are expected to shape investment strategies in the second half of 2026, prompting investors to focus more heavily on portfolio diversification while avoiding excessive exposure to long-term bonds, according to Krungthai Asset Management (KTAM).
Chavinda Hanratanakool, KTAM chief executive, said diversification remains the most important investment strategy in today's rapidly changing and highly unpredictable environment.
"Diversification is key," Ms Chavinda said, emphasising that investors should spread their portfolios across regions, investment themes and asset classes to create balance and provide a buffer against market volatility.
