The themes that dominated in 2018 look set to continue into 2019; namely concerns over slowing global growth, the ongoing trade spat between the US and China, Brexit and EU politics, among other things.
Against this noisy geopolitical backdrop central banks, led by the US Federal Reserve, are also moving to tighten monetary policy. This has created a very tricky environment for investors and it does...
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.