A healthy US labour market may mean equities have further to go and professionals are also seeing opportunities in the high yield credit market at a time when cash may be seen as too expensive to hold.

A healthy US labour market may mean equities have further to go and professionals are also seeing opportunities in the high yield credit market at a time when cash may be seen as too expensive to hold.

Thematic investing is capturing investors’ imaginations and helping right some of the world’s big problems, but it’s essential to invest for good returns, rather than just a good “story” alone.

Indicators of a potential global recession are being anxiously watched as global trade wars heat up, but there may be investment opportunities for the brave to pursue even while caution reigns.

Alternative investments can play a vital role in delivering true portfolio diversification and therefore managing risk. Those focusing solely on equities and bonds are likely to have serious investment blind spots.

Global fiscal policy and the varying firepower of central banks are key themes for investors to ponder this month, while strange moves in the bond and currency markets join equity “valuation potholes” among the risks to watch out for.

Recession risks are rising amid President Trump’s trade wars, and investors will need to weigh up portfolio allocations carefully as conditions change across equities, bonds and commodities.

You pay a wealth manager to maximise your investment returns and so you should never put up with disappointing performance for any significant period of time. Ask these questions to get a better overview of how your investments are doing.

Experts debate the relative merits of several safe haven assets this month, while also offering their insights on absolute return funds and how diversity impacts corporate profitability.