GDP

Sam Vecht, head of BlackRock's emerging Europe equity team, has upped his weighting to Russia by 15% in recent months, on the view the country's equity market could significantly re-rate.

ON BONDS

ON THE US

SPECIAL REPORT: GERMANY

CONTRARIAN INVESTOR

THE BIG QUESTION

The UK narrowly escaped a double-dip recession by posting slight growth in the second quarter of the year, according to the latest monthly GDP estimate from NIESR.

Investment veteran Warren Buffett has said the chances of the US slipping back into recession are very low, despite fears over the fiscal cliff facing the country at the end of the year.

ON ASIA

JAPAN