S&P

SPECIAL REPORT

INFRASTRUCTURE

EMD

BIG QUESTION

Skill or luck?" the marketing director of an asset manager asked me recently about a former top fund manager he has worked with.

Standard & Poor's has cut the credit ratings of Barclays, Credit Suisse and Deutsche Bank due to "uncertain market conditions".

Wall Street rallied at the start of the session today after non-farm payroll numbers from the US beat expectations.

EUROPE

CONTRARIAN

Kleinwort Benson CIO discusses where investors are really putting their money and reveals the equity markets he is backing this year.