The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.
Valuations are attractive having de-rated relative to other regions, with many leading UK companies now looking undervalued in absolute terms and excellent value in relative terms. Brexit Blog: FCA...
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Shares up 15% on Friday