Equities

Anyone remotely optimistic about prospects for global equities over the next 15 years simply cannot avoid, or significantly underweight, US equities.

When we considered the outlook for Russia at the beginning on 2009, it appeared we were staring into the abyss.

The Association of Southeast Asian Nations is the world's third largest trading block with a GDP that has doubled since 1997

Concentrating on US healthcare reform has led many analysts to overlook other positives in the biotechnology sector

Increases in exports of soy beans and iron ore helped China overtake the US as Brazil's largest trading partner.

Japan, the world's second-largest economy, has for 20 years been an unfashionable area to invest in and therefore largely ignored by investors.

Despite its recent GDP growth while the developed world succumbed to recession, India is not a straightforward growth story.

Structured products have largely delivered on their promise to offer protection, but continued evolution is necessary

China is increasingly focused on greater alignment with her Eastern neighbours and the allure of Russia's resource-rich economy and the demise of US power have caused China to recalibrate foreign policy.

North American fund managers argue that US corporates offer the opportunity to benefit from rapidly growing emerging markets and thereby offer the best of both investment worlds