GDP

The sharp rally in European equity markets appears to have run ahead of the fragile economic recovery but there still seems to be scope for further setbacks.

The global markets, Asian in particular, were unsettled by the recent developments in Chinese monetary policies.

Tim Russell is one of the stars of Cazenove's hugely successful move into mainstream fund management - he manages a small stable of hedge funds and Ucits III absolute return mandates all focused on making money through the business cycle. Unlike his closest...

This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following

Whether markets will be able to absorb the huge government debt issuance that will be forthcoming once the Bank of England's quantitative easing programme ends is a hot topic at the moment.

Recessions can be likened to dieting. They may be good for the long-term health of the economy but they are unpleasant to endure and it is a great relief when they end

India is set to become a financial powerhouse within the next 15 years. By Nitin Jain, principal fund manager, Kotak Mahindra (UK) Ltd

Looking back over the past decade, the performance of emerging markets has brought approving comments from even the most hardened critics.

We are actively seeking exposure to the media sector.

Anyone remotely optimistic about prospects for global equities over the next 15 years simply cannot avoid, or significantly underweight, US equities.