There are undoubtedly significant risks to wealth gathering, but there are opportunities for investors to consider too, particularly when following thematic strategies.
As ever, the devil is in the detail when it comes to stock picking so read on for expert insights on US mid-caps, cyclical stocks and high-growth technologies.
The coming months will be a time of both opportunity and risk, but investors shouldn’t be cowed into staying on the side lines due to uncertainty in the markets.
All eyes are on China’s reform programme and the huge, likely underappreciated implications for investors in both the Chinese market and elsewhere.
Continuing opportunities in China, emerging market bonds and food production are top among the investment themes highlighted by our panel wealth managers this month.
Investors can pursue many exciting opportunities this summer, not least UK equity markets, which are in the “sweet spot of the cycle”.
The spotlight is on UK equities, healthcare and commercial property this month as the experts urge investors to refresh their views on these investments’ risks and rewards.
Inflation risk is top of the agenda, but investors can proactively protect their portfolios by considering commodities and infrastructure – particularly if they choose specific kinds.