Amid a market that has chopped sideways so far in 2018, the stocks of US retailers have generally performed well, with a number of major name department stores and retailers seeing positive movement to their share price this year.
Partly, this reflects how depressed expectations became in the latter half of 2017. How the shift to e-commerce is transforming the US retail market For example, Macy's' share price was pushed down...
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.
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...
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).
The UK remains a global leader in the provision of higher education, with some of the highest ranking universities in the world.