Feature

The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.

Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.

Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.

Today we are seeing change in the political environment, investor priorities and market landscape at a faster pace than ever before.

The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.

The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.

Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.

As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).

Having spoken to numerous market participants, we discern a number of areas of current concern.

Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.