The coming months will be a time of both opportunity and risk, but investors shouldn’t be cowed into staying on the side lines due to uncertainty in the markets.
All eyes are on China’s reform programme and the huge, likely underappreciated implications for investors in both the Chinese market and elsewhere.
Inflationary fears are cranking up, but there is a lot that savers can be doing to lessen the erosive impact it can have on their wealth – starting today.
Continuing opportunities in China, emerging market bonds and food production are top among the investment themes highlighted by our panel wealth managers this month.
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.