Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period...
Europe has been held down by lack of improvement in US-China trade tensions, despite continued expectations for approaching rate cuts from both the European Central Bank and the Federal Reserve.
Global economic cycle is among the longest in history
Technology and politics among key themes
'Markets will need to get used to this'
Political and structural changes abound
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.