GDP

ON EMERGING MARKETS

US markets have recently been unsettled by weak economic readings. Peter Allwright, manager at RWC Partners, looks at what lies in store for the region.

The UK will not recover to pre-crisis levels of growth until 2013, the National Institute of Economic and Social Research (NIESR) has said.

It is more important than ever for funds to evolve according to the natural order of markets. The age of investment Darwinism has begun, writes Joe Roseman.

Economists shoot down IMF's growth forecasts for UK in anticipation of an increase in GDP.

BlackRock's Richard Davis talks to Joanna Faith about the motivation behind the recent launch of his World Resources Income fund and his outlook for the commodities sector following the recent sell-off.

Artemis' William Littlewood has moved to a short position in gilts in his £971m Strategic Assets fund, warning the UK's debt position is almost as bad as Portugal's.

ON ASSET ALLOCATION

Pick a term, any term. ‘Reprofiling', ‘restructuring' or a plain old ‘default' - there is only so far you can disguise the inevitable.

The outlook for global growth remains robust thanks to one of the biggest investment spending cycles for several decades.