Feature

'Perfect storm of threats'

Contagion risk with US and China trade war

Stronger balance sheets than producers

Amid a market that has chopped sideways so far in 2018, the stocks of US retailers have generally performed well, with a number of major name department stores and retailers seeing positive movement to their share price this year.

Quantitative tightening a risk

UK stockmarket under-owned by global investors

Asian tech sector has structural advantages

'Keep a cool head'

Like many countries that took part in the World Cup, the emerging market (EM) space kicked off the 2018 season with euphoria, only to have their hopes dashed on the pitch.

Growth, trade and geopolitics have left the equity markets struggling to gain traction lately. Japan is no exception, with the market facing a strengthening yen as investors seek out perceived 'safe havens'.