fund manager views

With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.

Less constrained by global macro risk

While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.

Bought for €1 by Santander

Many successful funds nearing capacity

Heartwood's Michael Stanes

Risk scenarios vary from country to country

Italy remains a risk

Friendlier regulatory environment expected

Previously warned on pharma dividends