For us, valuation is a very important part of our investment philosophy. But finding companies trading below our estimate of their intrinsic valuation has become more challenging as the US stock market marches to all-time highs.
One sector where we continue to see considerable opportunity is the energy sector. In fact, using analysis from Citigroup, it is the only sector in the US market that trades below its ten-year price-to-book...
Industry Voice: Investment priorities are changing. More and more people are concerned both with the investment returns they can make on their savings, and whether their money is being managed in a sustainable way.
Targeting cautious investors
Effective from 2 January 2019
Barry O'Dwyer and Campbell Fleming, both senior figures at Standard Life Aberdeen, are to become non-executive directors of Phoenix Group.
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