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...
Headed up by Penny Kyle
Ex-Standard life manager Angela Burns
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Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...