Equities

Equity markets in the second quarter bounced in response to the unprecedented policy actions around the globe.

The strong Wall Street rally between March and May reflected relief among investors that the official policy response to the crisis had prevented a repeat of the Great Depression.

In the Specialist sector, eye-popping gains in commodities have not benefited retail investors as much as expected. Perhaps better returns lie further off the bandwagon-beaten track

A new cycle is emerging in technology and with it comes the opportunity for further growth and outperformance. Removed from the epicentre of the global credit crisis, the tech sector looks well positioned

What started as a valuation-driven rebound following the excessive de-rating of Asian equities in late 2008 has generated additional momentum on the back of more compelling evidence of an economic turnaround.

Manager's wealth of EM experience has put £104m Jupiter China ahead of its peers

Rlam's Jane Coffey believes most global economies have now seen their worst quarter of economic decline, expecting positive growth in the second half of the year.

S&P's annual emerging markets debt review shows managers believe corporate bond default levels will rise this year and are shifting into high-quality government debt.

From where we sit at the half-way point of the year, it seems that to advocate an argument on whether the market is bullish or bearish is as finely balanced as it has been for a long time.

Thinking back to 20 years ago, there was a buzz of excitement in the investment world as investors seeking above-average returns ventured in a handful of exotic economies.