GDP
Emerging markets
Alex Ingham of Aviva Investors says emerging market small caps are well placed to capture the rise of EM consumers.
24 February 2011
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Global
Martin Currie's Jeff Casson looks at how investors can take advantage of the stock markets of Mexico, Chile, Colombia, Peru and Argentina.
22 February 2011
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UK
LGIM's Richard Hodges has added 12% to his high yield positions in the £1.3bn Dynamic Bond trust, and expects to take exposure to 50% this year.
07 February 2011
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Global
For the first time in five years, Goldman Sachs is more bullish on US growth than global consensus.
31 January 2011
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2 min read
UK
Fund managers cannot agree on whether stagflation is the next threat to the UK recovery and are adopting radically different strategies to protect portfolios in a higher inflation, low growth environment.
31 January 2011
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4 min read
US
The US government needs to make a decision on whether to raise its debt limit to fend off rating agencies in the light of Japan's downgrade, according to OMAM's head of fixed income Stewart Cowley.
31 January 2011
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