Equities

Neptune's Chris Taylor has cut financials exposure in his Japan Opportunities fund by more than half in recent months on expectations bank earnings could be hampered by Government reforms.

Smith & Williamson has launched an Asia ex-Japan fund for manager Jane Andrews.

Eastern Europe has witnessed momentous changes since the fall of the Berlin Wall 20 years ago.

The fall of the Berlin Wall 20 years ago marked the end of the crude and utopian communist experiment that divided Europe for over four decades.

Brazil will be one of the first countries to emerge from recession and is on track to become a global economic powerhouse, according to Legg Mason affiliate Batterymarch.

As the rest of the world's stock markets are tumbling, the Asian region looks set to pick up growth this year. The reason is China. Understanding how the Chinese market handles the problems will therefore be vital for understanding how many markets will...

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.