Equities

China's population could fuel nearly half the country's GDP by 2020, according to Michael Lai, manager of GAM's Greater China Equity hedge fund.

HSBC Global Asset Management is to launch a Ucits III European absolute return fund next month.

Many market commentators started the year tipping Japan as a contrarian, laggard equity investment for 2010.

While managers may agree on the shape of the recovery in many countries, the shape for the US is less clear

The volatility of the past two months experienced not only by US equities but across the world has been interpreted as evidence last year's so-called ‘dash to trash' is nearing an end.

A full decade after the Nasdaq peaked and then toppled dramatically from investor favour, clearly the wounds of technology investors are still taking time to heal.

When trying to gauge the outlook for the equity market, we look at corporate profits and the discount rate applied by investors to those profits.

10 years after the TMT crash, technology is more imbedded in our everyday life that anyone would have then dared forecast.

This week's Conjecture panel discuss the prospects for the UK Equity Income sector

The re-emergence of China remains one of the most important and exciting investment themes of our time.