Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.

Managing risk while also tapping growth opportunities where they exist is a delicate balance – and there are many variables to consider this March.

Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.

This month: Investors question continued bull market Nerves jangle over aged bull market. Volatility becomes questionable as a risk measure. Confidence in India’s growth story […]

This month: Markets send mixed messages Mixed messages from markets raise questions. FTSE 100’s large overseas earners seem safe harbour. Japan begins to look attractive […]

This month: Managers risk-up (within reason) Equities’ allure trumps bonds. Preparations begin for rising inflation. Dividend-payers look attractive. Consensus crowding on positioning causes concern. Featuring […]

This month: Cash overweights a popular stance Investors retreat into cash. US inflation and dollar movement hotly debated. Doubts rage over “Santa rally. Electric vehicles […]

This month: Caution called for with equities and bonds Investors tempted into longer maturities and more risky bonds. Tech innovation and cyber-security offer interesting opportunities. […]

This month: Bonds fall out of favour US underweights common due to political uncertainty. Equity markets benefit from the search for income . Government bonds […]