Trusts in the global sector can adjust their exposure to different regions – a useful defence when macroeconomic troubles loom.
Turbulent markets are inevitable and those who are able to ride out a sell-off tend to end up better off, says Pete Brooks.
Infrastructure came into its own in the last quarter of 2018 as investors rotated out of growth stocks, which have soared in value, in search of more defensive assets.
Darius McDermott considers Shinzō Abe's stimulus programme and offers investors five reasons to be optimistic in 2019.
Investors should avoid aggressive positions and situations that require a high degree of confidence to support valuations, argues David Jane.
In another wild week for markets, global indices darted around on the back of contradictory news.
Investors use the Asian country as a source of alpha, playing monetary policy and yen weakness. However, this approach means that they miss out on long-term diversification attributes.
Saxo Bank speculates that the EU may opt for a debt jubilee, while a Corybn-led Labour government could send the pound to parity against the US dollar.
Investors will be reviewing their portfolios and decisions need to be made. Darius McDermott suggests funds worth considering in the current climate.