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.
Investors can pursue many exciting opportunities this summer, not least UK equity markets, which are in the “sweet spot of the cycle”.
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.
Inflationary fears form the backdrop to good indicators for several markets and sectors, but there are robust defensive moves investors can be taking to mitigate the risks.
A greener, more digital future sets the scene for 2021, yet investors have to be clever in executing views on the biggest investment themes of our time.
Hope springs eternal, yet particularly so this month as a return to normality beckons on a number of key fronts and investors are given greater reason to expect growth.
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.
Markets continue to rise, but pockets of value certainly still exist in certain equities, alongside a number of both corporate and government bonds.
Valuable tips for investors who are considering how to find safety and position their portfolios for what might be a radically altered future.