Volatile markets, new highs in inflation and the threat of a recession are currently making things difficult for investors. “Looking forward 10 years, the forces that drove the rapid outperformance of growth over value are unlikely to be repeated,” Paul Danis, Brewin Dolphin’s head of asset allocation, told CNBC. “Bond yields have hit a structural bottom and relative valuations remain elevated. However, according to a number of market experts, there are opportunities, especially when it comes to longer-term investments. Here, CNBC PRO asks them where to invest with a decade-long schedule. Where to invest For Susannah Streeter, senior investment and markets analyst at Hargreaves Lansdown, a 10-year investment horizon can allow investors to take on more risk. “One way is to invest in funds that focus on smaller companies in emerging markets, for example, where there might be potential for greater growth,” she told CNBC via email. However, she emphasized the importance of diversifying in terms of sectors and regions, as well as considering potential political volatility and regulation in emerging markets. Vincent Mortier, group chief investment officer at asset manager Amundi, also said emerging markets could look attractive on this timeline. Noting that uncertainty about equities “remains high,” he recommended considering different assets to invest in [emerging market] Hard currency bonds because of their attractive valuations and exposure to commodity exporters,” he told CNBC via email. with $2.247 trillion in assets under management — prefer the US to Europe and remain neutral on emerging markets, Mortier said Hargreaves Lansdowns Streeter cited ESG (or environmental, social and governance factors) as another thing to consider: “It would be worth looking at funds with an ESG focus that focus on larger technology , pharmaceutical or financial companies that aim to achieve long-term growth in a responsible manner,” she said. She cited British healthcare company Smith & Nephew as one such example, which she said would benefit if hospitals started operations catching up that are being delayed due to the pandemic.”Especially for the sports medicine and orthopedics ge There is likely to be significant potential for the group’s business,” she said. Big Tech Despite the massive volatility in the tech space in recent months, US big names should be better able to weather inflation over the longer term, according to Streeter, who singled out Microsoft, Apple, Amazon and Alphabet. “This is partly because they have huge monies to draw on, but also because of their brand traction and the fact that their technology is infiltrating every part of our daily lives,” she told CNBC via email. Microsoft “makes software the world can’t live without,” Streeter added, and she also likes its gaming earnings as well as its cloud business. Continue reading “We see a clear role for alternatives”: Pros share their tips on how to trade the volatile market Goldman says to buy these global stocks to capture $900 billion in EV opportunities — names one at 50 % Upside Tech the New Value Stocks? Here are the 10 cheapest names in tech Amundi’s Mortier cautioned against big tech, however, noting that the top five companies’ performance has flagged. “We believe this trend will continue in the coming years as the growth of the largest companies matures, regulation increases and investors look elsewhere for yield,” he told CNBC via email. The tech-heavy Nasdaq is down around 28% year-to-date. Contradictory Views When asked if he had any conflicting views on where to invest, particularly over a 10-year period, Danis said the Chinese market is one that Brewin Dolphin believes will offer “relatively strong gains over the longer term.” sight”. For example, while the Chinese government has cracked down on tech giants by imposing anti-monopoly policies and focusing on “shared prosperity,” Danis said this is “arguably fully reflected in valuations now.” “The currently dominant market emotion towards China is fear. As Warren Buffett says, you want to be greedy when others are afraid. There’s plenty of room for investors to warm up to China… While the Chinese authorities are taking greater control, it’s still going to remain a hugely innovative and entrepreneurial place. Productivity growth is likely to remain relatively strong,” added Danis. What to ask your financial advisor “The question to ask an investment advisor is whether your investments are still appropriate to your circumstances, whether your financial work or your retirement situation is changing whether you have a new goal for your investments,” Streeter said. Investors should also consider their risk attitude and whether their portfolio needs to be adjusted accordingly. “Rather than looking at the short-term performance of certain investments, it’s important to look at a longer-term one “Looking at the time horizon, ideally at least 5 years, rather than getting caught up in the twists and turns in near-term performance. Investors should also ask themselves what the relative costs of their investments are,” she added.