China

The commodities sector has endured quite a remarkable period since November last year, with demand for commodities rebounding strongly.

A background in zoology and marine biology has informed Iain Stewart's patient and intelligent investment style - just don't go telling him that finance is a science

"Does the flap of a butterfly's wings in Brazil set off a tornado in Texas" was the title of Edward Lorenz's talk in 1972 that helped bring aspects of chaos theory to a wider audience.

Over the past quarter, we have witnessed the continuation of the corporate bond market rally, with optimism levels seemingly high over future growth.

At the moment I would suggest a great many virtuous fund managers have got their caution towards the euphoric stock markets about right. A couple of weeks back I could turn to almost any page in the news section of this fine paper and find a sensible...

As emerging markets evolve, is it time to reassess the asset class?

The UK stock market feels less volatile, and there are tangible signs of stabilisation and incremental improvement in the global economy.

Following a 70% rally from the lows of March, Asian equities' outperformance gap versus the rest of the world has widened even further, resulting in 31% outperformance for the first seven months of the year.

It has, on the whole, been a positive time for markets, and enthusiastic investors have been rewarded accordingly.

Since March this year the Asia Pacific markets have rallied strongly, as investors anticipated that loose monetary policy and government stimulus packages would be enough to trigger a recovery.