• 2026 Investment Portfolio Allocation Guide (II)

    Entering 2026, global inflation is stabilizing but the rate environment remains uncertain. My suggested portfolio allocation: Equities 50% (US ETFs 30%, Asian markets 20%), Bonds 20%, Gold 10%, Cash and short-term deposits 20%. This balance works reasonably well in a slowing-inflation environment, but always adjust for your own risk tolerance. The bond allocation provides ballast if equities pull back sharply.

  • Entering 2026, global inflation is stabilizing but the rate environment remains uncertain. My suggested portfolio allocation: Equities 50% (US ETFs 30%, Asian markets 20%), Bonds 20%, Gold 10%, Cash and short-term deposits 20%. This balance works reasonably well in a slowing-inflation environment, but always adjust for your own risk tolerance. The bond allocation provides ballast if equities pull back sharply.

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