As the economic horizon darkens, investors are going to need to pay close attention to the asset classes – and individual holdings – they populate their portfolios with; careful bond selection is just one element of this.
Inflation risks might be somewhat overblown, at least looking past 2022, and investors should not forget that a number of assets may fare well while high levels persist.
Commodities, financials and shipping are just some of the areas discussed this month as the experts emphasise the importance of professional-level diversification.
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.
All eyes are on China’s reform programme and the huge, likely underappreciated implications for investors in both the Chinese market and elsewhere.
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.