Value stocks

Peter Wilmshurst

In 2017, emerging markets delivered some of their best returns since 2009. However, a series of headwinds – which include a stronger US dollar, lower liquidity due to rising US rates, China’s attempts at deleveraging, and uncertainty surrounding trade – have now hit. This has meant some of those gains... Show More

Buy Hold Sell

Unloved with low PEs and enticing yields these are the calling cards of cheap stocks and in a market that’s running hot, true value is hard to find. In this episode of Buy Hold Sell we’ve invited two 'value-style' investors to cast their eyes over three stocks that appear cheap... Show More

Clime Asset Management

Crown’s reputation in China has been tarnished following the detainment of 18 employees including the Executive VP of VIP International. The share price reaction to this news was brutal, falling around 15% over the last week. Sometimes this reaction is warranted, but sometimes, it is not. We feel Crown’s current... Show More

Nathan Bell

Many investors currently feel sandwiched between accepting low growth on one hand, and having to pay gross prices for high-growth stocks on the other. Gone, it seems, are the days where you could pay a fair price for a wonderful business – forcing you to accept lower returns by paying... Show More