Feature

Over the past few months, we have become more positive on US Treasuries.

The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).

During 2017, investors enjoyed several positive surprises.

Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.

Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.

Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.

The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.

Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.

September's disastrous Salzburg summit brought the risk of a 'no-deal' Brexit into sharper relief.

Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.