Feature

Political risk diminished

On 14 June, the Federal Reserve raised short-term rates by another 25bps from 1% to 1.25%, despite fairly weak inflation figures.

Declining smoking statistics

Markets have enjoyed a very strong start to the year.

Video series continues

The issues facing Japan with respect to its ageing population are well documented.

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.

Global CIO of equities and lead manager on the Allianz Global Insights fund, Steven Berexa, explains how his investment philosophy is based on numerous layers of research - and in particular, 'Grassroots Research'.