fund manager views
Asia
No-one should underestimate the significance of recent comments on economic policy made to scholars and businessmen by China's premier Wen Jiabao.
06 August 2010
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Absolute Return
The financial markets in May provided a reminder macro events, economic data and political decisions continue to create a recipe for market volatility.
02 August 2010
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2 min read
Managed funds
Although there has been a recent upturn in volatility, the economic landscape has improved significantly since the market lows of March 2009.
02 August 2010
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UK
The global economy will continue to move forward, albeit not at a historically fast pace.
02 August 2010
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Europe
Europe is likely to experience lower growth due to "fiscal austerity". However, as a result of the awkward outlook, European equities look inexpensive.
02 August 2010
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Investment
When Lehman collapsed money markets froze, businesses went bust, interest rates were slashed and quantitative easing was implemented on a massive scale.
30 July 2010
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