Recession risks are rising amid President Trump’s trade wars, and investors will need to weigh up portfolio allocations carefully as conditions change across equities, bonds and commodities.
The Bank of England has kept rates on hold, sterling has weakened and fears that the US is overheating have come to the fore. Meanwhile, value investing has been the strategy to watch.
This month: Value opportunities emerge Risk assets tipped to rise even higher. Government bonds an attractive defensive play. European equities looking attractive. UK and Japan […]
This month: “Watch and wait” strategies favoured Asian value opportunities spark interest. Inflation shows green shoots. Corporate bonds expected to outperform sovereigns. “Watch and wait” […]