valuations

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

If we have learned one thing in more than 30 years of investing in continental Europe it is that it is much more important to be invested in the right companies rather than trying to make top-down calls.

While our politicians, the media and many investors have their attention fixated on the Brexit negotiations, UK management teams have been getting on with the day job - and deal-making is on the agenda.

Investors seeing value in corporate and government bonds

2018 was a difficult period for the Japanese equity market.