Value hunting in UK – and global – equities alongside a return to robust bond yields are the hottest topics for this month’s wealth management commentators.

All eyes are on the US and UK this month as political and economic factors loom particularly large in investment decisions – and the weighing up of risk.

As the economic horizon darkens, investors are going to need to pay close attention to the asset classes – and individual holdings – they populate their portfolios with; careful bond selection is just one element of this.

Inflation and interest rates continue to dominate airwaves, but investors should not let bad news deter them from pursuing good opportunities to grow their wealth.

Home bias and currency risk should be front of mind for High Net Worth Individuals as geopolitical drama and monetary policy ramifications continue to rock markets – and in turn many investors’ portfolios.

Inflation risks might be somewhat overblown, at least looking past 2022, and investors should not forget that a number of assets may fare well while high levels persist.

Investment risk comes in many forms, as emphasised by this month’s wealth management experts: keep calm, but don’t be blindsided by neglecting today’s manifold dangers.

Commodities, financials and shipping are just some of the areas discussed this month as the experts emphasise the importance of professional-level diversification.

The price of commodities is always of huge significance, yet times of war bring their importance to every part of the economy – and our investment portfolios – into even starker relief.