A healthy US labour market may mean equities have further to go and professionals are also seeing opportunities in the high yield credit market at a time when cash may be seen as too expensive to hold.

A healthy US labour market may mean equities have further to go and professionals are also seeing opportunities in the high yield credit market at a time when cash may be seen as too expensive to hold.

Indicators of a potential global recession are being anxiously watched as global trade wars heat up, but there may be investment opportunities for the brave to pursue even while caution reigns.

Global fiscal policy and the varying firepower of central banks are key themes for investors to ponder this month, while strange moves in the bond and currency markets join equity “valuation potholes” among the risks to watch out for.

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.

Experts debate the relative merits of several safe haven assets this month, while also offering their insights on absolute return funds and how diversity impacts corporate profitability.

Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.

Managing risk while also tapping growth opportunities where they exist is a delicate balance – and there are many variables to consider this March.

Interesting trends are evolving across equities, commodities and bonds, with shaky markets expected as Quantitative Tightening takes hold. Yet UK and Japanese equities are being tipped for success.