Investment direction in 2022 that comes with volatility with the uncertainty both from outside and in the country In particular, the Fed’s rate hike may be faster than the market expected following.US inflationcontinued to rise to a high level And most importantly, following the new year, you must follow the situation of the new breed of covid epidemic such as “Omicron” Will there be more violence? All of them are factors that create investment pressure.
althoughThai Economy in 2022 seems to have a chance “second half of the year” hopeopen countryto the fullest with the number of foreign tourists returning to increase More than the first half of the year, but during the first 6 months of the year, there were measures to stimulate the economy and easing monetary policy.
so Investment Strategy 2022 To cope with the “higher uncertainty”, the market is likely to become more volatile since 2021. “Fund managers” agree that “share” It is an asset that is more attractive to invest. and yields better returns than “Bond”
But most importantly, investors must “Organize a blended investment portfolio” according to the risk tolerance and the risk distribution is appropriate, for example, if the risk can be increased, turn “Add a stock portfolio” to diversify investments in several prominent themes. both inside and outside the country that has the opportunity to grow in the long term for more than 1 year, but in the investment portfolio, there must be a “bond” to reduce risk during stock market volatility
According to the information collected on the website “Morning Star Research (Thailand)”, it was found that the top 10 “return” funds Accepting the opening of the new year 2022 (as of January 7, 2021) as follows:
1.K Open-end Fund Global Private Equity 19A Do not sell to retail investors (K-GPE19A-UI) 47.83% return
2.One Complex Return 3Y1 Fund Do not sell to retail investors (ONE-COMPLEX3Y1) 13.76% return
3. One Complex Return 3YA Fund Do not sell to retail investors (ONE-COMPLEX3YA) 13.21% return
4.Principal Thai Dynamic Income Equity Fund Special investor type (PRINCIPAL TDIF-X) 11.33% return
5. MFC Spot 33 Series 8 Fund (SPOT33S8) Yield 6.61%
6.MFC Spot 33 Series 11 Fund (SPOT33S11) Yield 6.50%
7. MFC Spot 33 Series 7 Fund (SPOT33S7) 6.33% return
8. One Life Settlement Fund Do not sell to retail investors (ONE-LS-UI) Return 6.31%
9. MFC Spot 33 Series Fund 14 (SPOT33S14) Yield 5.85%
10. KTAM World Energy Fund (KT-ENERGY) Yield 5.22%
morning star Pointing out the investment trend in the year 65
“Overseas – ESG” is still strong.
“Chayanee Chuengmanon” Senior Company Analyst Morning Star Research (Thailand) Co., Ltd. said “Foreign Investment” In particular, stocks will still be very popular with investors. Although domestic investment seems to be improving.
look at ESG Investment Trends or sustainable investment will be more apparent in Thailand This year, there are movements from many sectors that support the awareness of sustainable investment.
A clear example abroad is the environmental issue ofCOP26 meetingThis affects the business sector in the future as well as the investment sector.
For Thailand, this year, large companies have shown serious sustainability guidelines. While the Securities and Exchange Commission (SEC) is in the process of issuing relevant criteria to accept future product launches.
“After the money flows in “Foreign Funds” more than 200 billion baht this year It represents a portfolio of Thai investors that will have a higher proportion of foreign investment.”
Suggests that the portfolio must still have “Bond”
Reduce the risk of stock volatility
However, “Chayanee” suggests that investors should arrange their investment portfolios with a level of risk that is appropriate for themselves. interest rateThe uptrend will have a negative effect on the market’s valuation, which some industries that have had a high level of adjustment in the past may be affected. Investing in bonds despite negative factors from interest rates But it is still considered an important part of the investment portfolio during the stock market volatility.
MFC Asset Management Co., Ltd. Recommend to focus on investing in stocks
while MFC Spot 33 Series Fund Ranked in the top 10 to 4 funds, which are flexible mutual funds. Focusing on investing in shares of “Chakrit Phuekphan”, Senior Executive Vice President, Asset Management Co., Ltd. MFC Said that the series of funds provided good returns. due to investment inmedium stockand small, which still produce better returns than big cap stocks But investing in small and medium-sized stocks this year Still need to focus on selecting companies that still have continuous growth performance.
While the investment outlook in 2022, “stocks” are still attractive, so still recommend investment. MFC Focus Equity Fund (M-FOCUS) Has a policy to invest in equity securities of companies listed on the Stock Exchange of Thailand and/or the Market for Alternative Investment (MAI) or other secondary markets of the Stock Exchange of Thailand, not more than 30 companies
andMFC Mid Small Cap Fund (M-MIDSMAL) Focus on investing in equity instruments of small and medium sized companies listed on the Stock Exchange of Thailand and the Market for Alternative Investment (MAI) with good fundamentals and has a high growth trend in the medium to long term
One Asset Management opens investment opportunity with “Life Settlement”
At the same time, with the epidemic situation of new strains of covids that continues this year. Another fund with a unique investment policy “One Life Settlement Fund” Considered to be another fund to watch this year.
If you look ahead Fund manager One Asset Management maintains a positive outlook on investment in Life settlement, expecting that demand for Life Settlement investment is likely to remain high due to the increasing volatility of the capital market, which Life Settlement holds. It is an alternative asset that is related to other financial markets. relatively little Able to respond to risk diversification quite well
In addition, the proportion ofseniors in americaThe lack of premium payment in the renewal year until the contract expires and policy lapse is still at a high level of regarding 90%, which helps reflect the trend of supply in theSell policyincreasing in the future This will increase investment opportunities for this fund further.
Even in the first half of 2021, the US life settlement market was pressured by a decline in the supply of life insurance policies compared to the ongoing investment demand, resulting in average market transaction IRRs in the secondary market. has decreased enough
This was attributed to two main factors: (1) the Covid-19 outbreak in the US created a transactional challenge during travel restrictions, and (2) the rapid outbreak has increased hesitation for some seniors in the United States. Selling life insurance policies in the secondary market as they are the primary risk group for death from severe outbreaks. With the progress of vaccination As a result, demand for insurance policy sales began to recover to normal in the second half of 2021 onwards.
Life settlement It is an alternative asset with a continuous growing demand for investment. With investments coming into the BlackOak Master Fund continually, SL Investment, the master fund manager, still emphasizes on selecting quality policies (Selective buy) in order to create a consistently good rate of return. in parallel with the expansion of the fund
current investorinterested in investing in this strategy Can invest through a private fund of One Asset Management Company Limited (the ONE-LS-UI and ONE-LS2-UI funds are closed-endfunds Open for investment during the IPO only)
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