Three reasons to be bearish in 2019
At the start of 2019 there were three main reasons to be bearish.
Firstly, there was a risk that the US Federal Reserve was not adjusting its interest rate policy to reflect increasing signs of slowing growth in Europe and China. 'This goes further than most of us...
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What are the winning ingredients in the US market?
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...
Japan continues to be the relative value trade in equities
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.
Are UK equities 'too difficult' for asset allocators to invest in now?
The long-term attraction of the UK smaller companies market is beyond doubt.
Is now the right time to invest in equities?
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...
Deteriorating fundamentals are weighing on EMs
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).