In 2009, we felt quality Japanese companies were too cheap and as we start 2010 our view has changed very little.
Global equity markets appear to be in healthier shape.
Legg Mason Equity Japan manager expects trend favouring domestic-oriented small-cap growth to continue
Skandia Investment Group (SIG) has started the year overweight equities in expectation of a continuing market rally in 2010.
Prospects for the global economy remain unclear. Despite a positive response to stabilisation measures introduced by G20 governments, the challenge now is how to exit from the enormous stimulus packages while maintaining recovery
After the losses suffered in 2008, this year has proven something of a pick-up, with investors developing sharper defense mechanisms in the wake of the credit crisis. But what is providing the momentum driving investors into 2010?
The past eight months have been remarkable for European equity markets.
The departure of star managers Jeremy Lang and William Pattisson in April has impacted on Liontrust Asset Management's profits, which fell to just £0.5m for the six months to 30 September, down from £6.1m for same period in 2008.
Dalton Strategic Partnership has launched a new cautious global asset allocation fund.