Kennox Asset Management

Markets

Part III: Where next for the value comeback and how are you gaining exposure?

In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.

clock 21 February 2017 • 19 min read

Asia

The bull and bear case for allocating to Japan

Helped by weaker yen

clock 11 January 2017 • 2 min read

Specialist

Kennox: Why we are backing gold and oil in 2016

2016 could turn out to be an interesting year for equities but investors will need patience, commitment and steady nerves in large doses, according to Charles L. Heenan, investment director at Kennox.

clock 15 January 2016 • 2 min read

Investment

US equities: Overvalued or an opportunity?

Most equity measurements - from CAPE to earnings yield - suggest the US market is significantly overvalued. Geoff Legg, investment manager at Kennox Asset Management, explores the options for investors who still want exposure to the market

clock 01 June 2015 • 3 min read

Emerging markets

Is there still too much volatility and risk in emerging markets?

THE BIG QUESTION

clock 11 August 2014 • 14 min read

Global

Where is the best value: Large, mid, or small caps?

Where is the best value: Large, mid, or small caps?

clock 19 May 2014 • 5 min read

Economics

When bubbles matter and when they don't

FEATURE

clock 28 April 2014 • 4 min read

Equities

Kennox value managers turn to unloved stocks for value

The Kennox Strategic Value managers have been foraging for stocks left behind after last year's market rallies, searching for opportunities across Europe.

clock 21 March 2014 •

Economics

Where will the best returns be found in 2014?

THE BIG QUESTION

clock 20 January 2014 • 9 min read

Managed funds

Recovery plays? Five out of favour funds tipped for turnarounds

Every fund experiences periods of underperformance from time to time, but which out of favour fund managers could be about to turn things around?

clock 27 September 2013 •
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