June’s publication summarizes three articles that consider opportunities in the current market. The first considers ways to evaluate potential returns for equities and which global markets are now most attractive. The second discusses how there are pockets of cheap assets for those with a focus on quality and stable returns rather than capital gains. The third delves into why focusing on corporate profitability and quality companies will create a source of returns and control price risk.

• “Equity Valuations Laid BARE” Dennis Jose, Edmund Shing, Yu-chieh Chiang, and Joao Toniato, Barclays, June 6, 2012
• “Investing in a Low Return World: In Search of Cheap Assets” Martin H. Barnes, BCA, June 18, 2012
• “Profits for the Long Run: Affirming the Case for Quality” Chuck Joyce and Kimball Mayer, GMO, June 2012