Dean Newman of Invesco Perpetual says Brazil is currently one of the brightest prospects on the investment horizon

Although it was only 12 months ago, it is worth recalling the depths of the gloom that enveloped equity markets during the first few months of 2009.

While the rise of global equity markets over the past year has been extraordinary, it is good to put it into context.

Schroders manager uses awareness of relative value to negotiate extreme market moves

We are seeing growing evidence of impending tightening by key Central Banks. Most investors are probably eyeing the dominant player, the US Federal Reserve.

Finding equity income has become more difficult because key income-producing companies have reined in their dividend payouts.

Jonathan Ruffer is chief executive of Ruffer LLP and something of a maverick in the world of fund management. His listed fund (Ruffer Investment Company) has been an enormous success over the last few years, as has his Ucits III fund co-managed with Steve...

The year has started off in a fashion we expect to continue - that is a battle between bottom-up optimism and top-down pessimism for the hearts and minds of investors.

The Japanese market has been a laggard in the broad equity market recovery that began in March last year.

Part two of a Conjecture discussion on opportunities in DPJ-run Japan