Part 6/9:

For investors, the prevailing advice is to maintain a focus on high-quality and diversified assets. While short-term impacts—such as a spike in yields—are possible, these tend to dissipate as markets adjust. A shift back towards safe-haven assets like U.S. Treasuries, especially during periods of heightened uncertainty, can help portfolios weather the storm.

In Asian markets, the degree of impact varies. Countries like Japan, South Korea, and Taiwan are more sensitive to U.S. equity movements. Yet, in regions like Singapore, where correlations with U.S. markets are moderate, the short-term disturbances are likely to be less profound. As market fundamentals regain importance, the focus for investors will shift from immediate volatility to longer-term economic prospects.