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.

The price of commodities is always of huge significance, yet times of war bring their importance to every part of the economy – and our investment portfolios – into even starker relief.

Ahmer Tirmizi, Senior Investment Strategist at 7IM, tackles a range of wealth management issues many clients are concerned about today including, of course, the impact of the war raging in Ukraine.

Investment style, and in particular the concept of growth or value stocks, is vitally important to understand and could have a massive impact on returns

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.

Diversifying your investments can help improve the resilience of your portfolio and could also turbocharge your returns if executed cleverly, so see if it’s time for you to consider broadening your horizons.

There is a lot of potential in the predicted commodities supercycle, but a commensurate amount of risk for anyone who is not an expert in these highly esoteric and volatile markets.