This page provides some considerations with regard to my current scope of investments. 

Equities

I believe the markets are over valued. Whilst I won't exit any equity funds, I am reducing investments to only surplus cash and to only in the S&P500 index fund. That is, I am not reallocating large portions from debt to equity in the current economic environment.

Debt: Investment Grade

My greatest consideration is inflation, primarily driven by the Iran war. With this in mind, I am opportunistically reallocating from variable rate funds (RMBS / HIGH) to fixed rate funds (BNDS / CRED / PIMCO).

Debt: Sub-Investment Grade

These funds are down due to fear with regard to government regulation and the impact of AI on software companies. Despite this fear, the yields are high and (so far) the software armageddon has not materialised, so I am holding my positions - though this is constantly under review. I have opened positions in the listed funds GCI and CIEM to diversify away from private credit.