Analysis

Asia

Mid and small caps offer value in ‘Marmite' asset class

ON JAPAN

clock 11 July 2011 •

Managed funds

China looks interesting as inflation fears drop

ON ASSET ALLOCATION

clock 11 July 2011 •

Global

Sector selection essential as China moves toward consumer economy

IMA China/Greater China sector is an enigma as top performer over five years but second worst over past six months

clock 08 July 2011 •

Bonds

Fears about financial bonds are overstated

ON BONDS

clock 07 July 2011 •

Europe

Peripherals still offer compelling opportunities

ON EUROPE

clock 01 July 2011 • 2 min read

US

Subdued US markets reflect anxiety over size of fiscal deficit

ON NORTH AMERICA

clock 01 July 2011 •

Managed funds

Be fearful of high-risk bond markets

ON ASSET ALLOCATION

clock 01 July 2011 •

UK

Large caps should outperform

ON UK GROWTH

clock 01 July 2011 • 1 min read

Bonds

Covered bonds provide upside potential

ON BONDS

clock 01 July 2011 •

UK

Domestic equities are not expensive

ON UK INCOME

clock 01 July 2011 •
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