Given the constant focus on what might cause equities to fall and whether now is the right time to invest, it is helpful to remember equities as an asset class have historically been more likely to deliver positive returns in any given 12-month period than negative returns.
However, there are a number of areas where investors are fearful. These concerns are based on valid risks in the world and uncertainty over the outcomes of trade talks, the situation in Iran and Brexit. There are also fears the cycle is too extended. Although we acknowledge these risks and the signs of slowing growth in some areas, we believe on balance it is important to remain engaged with equities. Global equities (driven by the US) are at all-time highs, but we do not see the extremes of bullish sentiment typical of equity market tops and many regional markets are well below th...
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