Формування інвестиційного портфеля в умовах підвищеної економічної невизначеності

Abstract

The paper explores the features of investment portfolio formation in conditions of economic instability. Classical approaches to portfolio investment are analyzed, in particular the model of G. Markowitz, and the need for their adaptation to modern conditions of increased volatility of financial markets is substantiated. Key factors influencing the portfolio structure in conditions of uncertainty are identified, including inflationary risks, macroeconomic fluctuations and geopolitical factors. The feasibility of using a comprehensive approach that involves asset diversification, scenario analysis, stress testing and regular rebalancing is proven. It is substantiated that in modern conditions, the priority of investment portfolio management is not only maximizing profitability, but also ensuring financial stability and risk control.