Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
Focus on Asia income
Political concerns remain
Difficult trading environment
The micro-cap sector is often deemed synonymous with higher risk: that the smaller the company, the greater the associated risk warnings.
Focus on consumer discretionary
Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.
2017 was a bad year to invest in a new structured product. In an ideal world (where volatility is high and markets have fallen), new structured products can deliver higher potential returns and lower market entry points.
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Short duration key in current environment
Less scope for markets to get more expensive
Focus on healthcare and energy
Investors 'loathe' UK equities
Overseas exposure a benefit
Higher confidence and greater opportunity
European indices approaching historic peak levels
Political issues remain
Pockets of value
Rise in anti-globalisation sentiment
Investors have long had a love/hate relationship with technology stocks - and for good reason.
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Brent crude to remain range bound
Overheated global economic recovery a risk