•Bonds. Only go for high quality government security bonds during low growth environment. Stick to UK gilts, US treasuries and German Bunds. Refrain from taking high interest rate risk and credit risk.
•Exposure to commodities. In the long term the growth will improve hence investing in oil, agriculture and metals become necessary. This commodities exposure will allow to have brought advantages from portfolio diversification.
•Invest in large-cap global equities. Low growth doesn’t directly impact the profitability of the company. In the long term good dividend payment, fair valuation will give more earnings than expected. Still US is the main engine of world economy. As big as Germany, China and Japan put together.