AVI Global (AGT) 260p Market cap: £1.1 billion With stock markets trading near all-time highs, it might seem like there are few bargains to be had. That is rarely the case. We believe the 136-year-old AVI Global Trust (AGT) is a great way to get exposure to undiscovered quality assets, trading at a 'double discount' to intrinsic value. The trust trades at a 7.5% discount to its own NAV (net...

Japanese prime minister Shigeru Ishiba could have been forgiven for a degree of trepidation before his recent visit to the White House. Tariffs would have a major impact on Japan given how reliant its economy is on exports.Therefore, beyond a mild warning from president Donald Trump that Japan could face the T word if it didn't get its trade deficit with America down to zero, Ishiba will have...

Value stocks have outperformed growth stocks by 12% since Pfizer (PFE:NYSE) announced the first effective Covid-19 vaccine on 9 November 2020. That's comparing the MSCI World Value index against the MSCI World Growth index.We have reason to believe the value investing style could soon deliver even bigger outperformance given the shift in the backdrop from cheap money to more normalised...