Equities

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.

The UK and European markets lag Asia and the emerging world for attractive small cap opportunities, Invesco Perpetual says.

J.P. Morgan Asset Management has hired three new senior portfolio managers from Fortis for its emerging market debts team as it seeks to enhance its fixed income offering.

Global emerging markets attract strong investor interest despite high risk reputation

The attempted harmonisation of European economies through monetary union cannot be described as an overwhelming success story.