Feature

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.

QT a big risk

Rising rates a risk

Untainted by Brexit

2018 was a difficult period for the Japanese equity market.

Finished substantially ahead for 2018

The past six months in European markets have been dominated by two factors: profit warnings in the more cyclical sectors and an aggressive derating of mid-cap growth stocks.

Brexit and general election risk

Based on predicted performance for the year