Central banks in tight position in case of downturn
The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.
Can British companies still prosper after Brexit?
While macroeconomic concerns remain, the outlook for European equities is now more positive than a year ago.
It says something about the challenges the UK market faces when Brexit is not the biggest risk investors fear.
The popularity of ESG investing has grown significantly in recent years.
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.
We see far too many examples of management teams across 'UK plc' failing to act in the interests of the stakeholders of the companies they are employed to run.
The London IPO market has been subdued since the second half of 2018, as a result of increased market volatility.
Most investors shunning energy companies due to oil price volatility
The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Today we are seeing change in the political environment, investor priorities and market landscape at a faster pace than ever before.
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
Having spoken to numerous market participants, we discern a number of areas of current concern.
Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.
Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.
Japanese equities have been routinely shunned by global allocators for decades.
As we approach late cycle, global markets are characterised by low growth and falling inflation.