Baillie Gifford
Economics
2011 has been a year when some of the most popular emerging market managers paid the price for the breakneck growth of recent years, with investors fleeing to safe havens as equities tanked amid the eurozone debt crisis.
16 December 2011
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US
Manager maintains ‘reasonably upbeat' stance on long-term prospects for US consumers, as housing market shows signs of bottoming out.
07 November 2011
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