Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period than negative returns.
However, there are a number of areas where investors are fearful. These concerns are based on valid risks in the world and uncertainty over the outcomes of trade talks, the situation in Iran and Brexit....
Global equity markets' abrupt sell-off, a fortnight ago now, emphasised equity markets' fragility in the latter stages of a mature economic cycle.
One of the most talked about subjects in the investment world is the US market – obsession with the President's Twitter account, and the realisation that far too many investors have shifted from being long-term investors in quality underlying fundamentals...
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
The long-term attraction of the UK smaller companies market is beyond doubt.
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).