Global

EMERGING MARKETS

Developing markets are now the world's safe harbours and have tackled fiscal challenges in a way Washington "can only dream about", according to Franklin Templeton.

ASIA

NORTH AMERICA

First State's global resources team says analysts are significantly underestimating earnings for the sector.

Majedie Asset Management has poached Odey duo Simon Todd and Michael Nickson to run the group's new global equity business.

Alliance Trust's Matthew Strachan says the improving availability of credit in Canada makes the country a far more compelling investment case than the US.

GLOBAL EQUITIES

CONSUMER TRENDS

Embattled BP chief executive Tony Hayward has reassured investors the firm's obligations will be met but has failed to guarantee dividends.