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You’d have got good odds on a horse positively influencing South Korean corporate governance, something that now appears increasingly likely.

You may have read about the scandal under which a number of South Korea’s family-dominated conglomerates (‘chaebols’) are alleged to have made material contributions to Choi Soon-sil, a close friend… Read the article

Low-volatility strategies are supposed to insulate investors from market bouts of turbulence. But lately, that’s been flipped on its head, as the strategies have underperformed and fund flows are retreating.

In the latest in our regular video series on the equities markets, Investment Director, Ritu Vohora provides an update on… Watch the video

China’s transformation over recent decades has generated some great investment opportunities. But the challenge for investors has always been how to reach them. For many years, overseas investors have been restricted to a limited selection of Chinese companies. That’s now changing. As part of the Chinese government’s drive to raise… Read the article

Is the healthcare sector really cheaper than consumer staples?

Superficially, the healthcare sector in Europe looks attractively valued relative to consumer staples, but on a cashflow basis the relative valuation argument disappears. This may reflect more aggressive earnings adjustments in European healthcare.

In the US though, the valuation gap between healthcare and consumer staples does look more real and… Read the article