fund manager views

If we have learned one thing in more than 30 years of investing in continental Europe it is that it is much more important to be invested in the right companies rather than trying to make top-down calls.

While our politicians, the media and many investors have their attention fixated on the Brexit negotiations, UK management teams have been getting on with the day job - and deal-making is on the agenda.

After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.

As we begin 2019, there are several key risks facing global asset markets.

We are excited and bullish about the opportunity set in Japan both from an equity and multi-asset, risk-adjusted perspective.

As 2019 gets underway, the macro environment is worsening.

Fuelled by cheap QE money

Ongoing uncertainty

When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.

Caught between the growth potential of emerging economies and US tech, and the relative comfort of the UK domestic market, European equities are often overlooked by UK investors.