Equities

Despite good absolute performance in the Japan equity market year-to-date, valuations remain attractive both on a cash earnings yield and a price-to-book basis compared to other major markets.

Political risk is reduced following elections

Building foundations for growth

Brexit, earnings and valuations a concern

Despite Moody's downgrade

Beating MSCI benchmark during the month

Centrica and SSE both down

Positive on Asian equities in particular

Despite years of political upheaval, Brazil is attracting greater interest among investors due to the purchasing power of its growing middle class. In investment terms, being middle class offers more opportunities, notes John Ewart, co-manager of the...

Employs AHL Equity Alpha strategy