China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
Russia, energy and EMD
Profitability will return
Market had volatile start to the year
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
Former GARS managers detail performance in 2015
Announces chairman retirement
Outflows reached record $1trn last year