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Three Portfolios for a Long-Term Strategy


28.04.2025 21:02

*The analytical material presented below is not an investment recommendation. We firmly believe that a significant portion of a portfolio should be allocated to fixed-income instruments. However, given clients' interest in shares, we provide analytical reviews without any purchase recommendations.

Given the rising risk of a recession amid geopolitical tensions and trade wars, we are taking a particularly cautious approach to company selection. We do not recommend opening new positions in shares under current conditions. However, if you are still considering this possibility, you should focus on businesses that will be under the least pressure.

Among such companies, we highlight Capital One, Alphabet, and Universal Music Group.

- Capital One is strengthening its position through a deal with Discover.

- Alphabet continues to develop its AI initiatives through Gemini and Google Cloud.

- Universal Music Group is preparing for a U.S. listing while simultaneously relaunching streaming monetization.

Read our report below.

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Teniz Capital Investment Banking JSC recommends to carefully assess the feasibility and risks of investments, taking into account the volatility of market conditions. Ownership of securities and other financial instruments is associated with fluctuations: their value can both increase and decrease. The Company cannot guarantee the profitability of investments and a constant level of income.

Licence ARKFMD No. 3.2.249/19 dated 18.05.2023. Licence ARKFMD No. 4.3.19 dated 16.06.2023.