valuations

Weighting drops to over 26% of portfolio

Are stockmarkets in a bubble or a recession? Well, arguably it is both.

Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.

Fund forced to sell off part of portfolio

The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.

Technology must cut administrative burden

Warning from legal expert

Japanese equities have been routinely shunned by global allocators for decades.

In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.

Reeling from the end of quantitative easing