The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
Cyrique Bourbon joins London office
Last month the US yield curve inverted, with the yield on 10-year Treasury bonds dipping beneath the yield on 3-month Treasury bills.
The US dollar is close to peaking and the risks now seem to be on the downside.
More thought and selectivity required from investors