Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.
2016 saw $366bn in online sales in China
By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.
Those adapting to disruptive environment
As fears of political and economic uncertainty rise, we can see the effect taking hold on the British consumer.
The disruptive industries of robotics, automation and artificial intelligence have come to the fore over recent years, with headlines commonplace, including driverless cars reducing road accidents, intelligent fridges doing your shopping and robots increasing...
Entering 2017, we expected a stockmarket 'melt-up' to the 2,550-2,600 level on the S&P 500 - a move we thought might run into trouble by late summer.
Slowdown only temporary
Technology adoption a key theme
Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.
The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...
Little margin for error
Fed is 'behind the curve'
Higher returns expected going forward
UK domestic stocks are deeply unloved in the eyes of the investment world and investor sentiment towards the UK is now as bad as it was in 2008, when much of the country's banking system was on the verge of collapse.
While US stocks reached record levels over the summer months, political turbulence in the US, heightened geopolitical activity - as a result of increasing tensions with North Korea - and investor concerns about the costly impacts of Hurricane Harvey weighed...
Combine features of debt and equities
Could surprise investors
Established free trade agreements
Rising debt levels
The 40-year bull market ended over a year ago
Uncharacteristically immune to global risks
Investors unwilling to reduce exposure
Expect monetary tightening