Equities investors have lots to weight up as they decide on the markets, sectors and companies well positioned for the months ahead, and there are both risks and opportunities it would be costly to miss.
The economic effects of the coronavirus outbreak are already being felt, but it is important for investors to keep calm and heed only expert voices. Here are the key risks to be on guard for over the month ahead.
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.
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.