Equities

David Saunders, founding managing director of K2 Advisors, Franklin Templeton, explains how an allocation to hedged strategies can help investors outperform.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.

Sector expected to grow over next decade

Although China's slowing economy has dominated headlines, Jeremy Thomas, co-manager of the Brunner investment trust, highlights the sectors poised for a pick-up

Second-highest beta during Legget's tenure

Delegates at Investment Week's European Breakfast Briefing last month heard from a number of fund managers discussing the region's prospects.

Managed by Nick Sheridan

Adding to unloved mega-caps

The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.

I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?