fund manager views

The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.

UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.

After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.

As UK equity income investors, one sector we have found attractive is data or information service providers, which offer services to either corporates or consumers.

Brexit continues to dominate the headlines, with the overall prognosis no clearer.

Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.

We are all tired of talking about backstops and customs unions and voting blocs, but Brexit chat still manages to get centre stage to the exclusion of all else.

Fuelled by loose monetary policy, fixed income managers have had a tailwind for the past ten years.

When we look back at 2018, the market made several mistakes.

In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.