While the rise of global equity markets over the past year has been extraordinary, it is good to put it into context.
European equities is not the most popular asset class right now and Greece's very public debt problems are an indication of why.
Global Equity Income manager reaches first anniversary at helm with expected yield of 4.19%
The IMA has changed its Global Emerging Markets sector definition, which will now be based on FTSE or MSCI GEMs indices rather than World Bank definitions.
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?