At the start of 2019 there were three main reasons to be bearish.
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
'May see success of unpopular calls once again'
The themes and markets best placed to benefit from tech boom
Opportunities in domestically oriented stocks
However contagion risk is limited
Aims to combine income and capital appreciation with limited volatility
Reporting results for six months to end of 2018
The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.