What is driving volatility in European markets?
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
This is in spite of the recent German PMI hitting 44.1 (indicating contraction) and a spate of other data suggesting Europe has been affected by the wider slowdown in global growth, the hangover from US-Sino...
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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).
London-based student accommodation remains attractive
The UK remains a global leader in the provision of higher education, with some of the highest ranking universities in the world.