Tisco points to ways to navigate volatility

Tisco Bank has revealed three strategic portfolio directions for investors to navigate ongoing challenges stemming from intensifying trade risks and global market volatility.

- NUNTAWUN POLKUAMDEE

At its recent investment seminar, Tisco highlighted two economic trajectories driven by US trade negotiations. The first scenario is that trade talks fail within 90 days, potentially leading to a global recession. Another scenario is positive progress from trade talks, allowing the global economy to avoid recession, but growth slows.

To brace for either outcome, Picha Rattanatham, deputy chief executive of Tisco, recommends three themes: “safe havens in a broken world, profit without borders, and mega-trends — growing without guessing”.

The first theme recommends investing in gold and global bonds through funds, including TGOLD (Tisco Gold Fund), which invests in SPDR Gold Trust to seek gold-linked returns during economic downturns when gold historically yields 5-16%.