Equities

The European equity market rally shows no signs of abating. Bulls are in the ascendency, with their appetite for risk sending stock indices to new highs for the year in September. Banks have led the charge, as a number of lenders reported excellent quarterly...

Take a moment, investors, to mark the fall 20 years ago of the Berlin Wall - a visible, tangible end to an era, delivered in a few short episodes of confusing, inspiring, gut-wrenching events. The so-called experts fell silent, while the masses gained...

Huge levels of government debt and elevated unemployment make the outlook challenging for the consumer. Public sector cost cutting will only compound the issue

At a recent Schroders conference, it became clear to me that both clients and fellow investors were drawing the conclusion that my team reached some time ago: all roads now lead to emerging markets.

European Opps manager felt too much was being discounted on the downside

We continue to be bullish on the outlook for US equities over the next 12 to 18 months, but also continue to believe an intermediate market correction is increasingly likely. The only question is how severe it will be.

What are the practical implications for providers of the FSA statements on structured investment products?

The Asian hedge fund industry has changed dramatically in the last decade - from small players with limited means of hedging to a powerhouse offering a range of strategies

Investors' risk appetite has returned. General equity markets have recovered strongly in recent months.

Martin Currie has more than doubled exposure to oil services and refining stocks in its Global Energy fund on the belief increased expenditure by large cap exploration companies will drive revenues for firms further down the supply chain.