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.
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.
Strong investment stories abound currently, yet there is often more nuance to the narrative than it is possible for investors to understand without the backing of institutional-grade research.
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.