Favouring non-sterling denominated bonds
'Mispricings due to emotional or herd trading'
Fourth attempt at inclusion
The issues facing Japan with respect to its ageing population are well documented.
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.
Sentiment to UK equities rose 4.82%
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Fell 2.1% in day's trading
'Big five' tech stocks hit recently
Risk of deflation, not inflation
Set to decide on 20 June
A hung parliament in the UK creates a great deal of uncertainty for investors. Thankfully, opportunities are still plentiful across the Channel. Chanchal Samadder, Head of Equity Strategy, tells us more.
Plans to begin balance sheet normalisation
Heartwood's Michael Stanes
Steven Berexa, global CIO of equities at Allianz Global Investors and manager of the Allianz Global Insights fund, explains how the group's exclusive analytics research tool, Grassroots(SM) has assisted him in delivering standout returns since launch....
Italy remains a risk
Friendlier regulatory environment expected
Previously warned on pharma dividends
Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
BofA Merrill Lynch survey
Bringing EM fund in-house
Former roles at Maris Capital and HSBC
Rebranded as Albion Capital