Japan, the world's second-largest economy, has for 20 years been an unfashionable area to invest in and therefore largely ignored by investors.
Natural Resources vehicle beats sector average by 73.7% over past 12 months
The big story of 2009 was quantitative easing; the big story of 2010 will be quantitative tightening.
Prospects for the global economy remain unclear. Despite a positive response to stabilisation measures introduced by G20 governments, the challenge now is how to exit from the enormous stimulus packages while maintaining recovery
This week's Conjecture panel concludes there are decent returns to be had in equities over the next 12 months and the upswing we are witnessing among developed and emerging economies is synchronised and solid
It has been over a year since the collapse of Lehman Brothers. Credit spreads, which skyrocketed during the crisis and remained high early this year, have retracted somewhat.
Recent strong price gains across commodity markets, especially base metal equities, now urge caution to some degree.
Emerging market debt held up well relative to other asset classes in 2008, and in 2009 has performed strongly as global financial markets have rallied.
Most investors are accustomed to reading about the gold and oil markets, but few have considered the benefits of diversifying their portfolios using agricultural commodities.
The current economic recovery could just be a pattern that will repeat itself for some time. A plan to escape the malaise is needed