Analysis

Europe

Now is the time to buy large caps

ON EUROPE

clock 20 May 2011 • 2 min read

Global

Expect more downgrades as inflation spreads to smaller countries in Asia

ON ASIA

clock 20 May 2011 • 2 min read

Asia

Japan makes progress in aftermath of earthquake

ON JAPAN

clock 20 May 2011 • 2 min read

Bonds

Credit could become expensive due to macro and political risks

ON BONDS

clock 20 May 2011 • 2 min read

Managed funds

End of QE2 may prompt another recession

ON ASSET ALLOCATION

clock 20 May 2011 • 1 min read

Europe

Can Europe ex UK's turnaround continue in 2011?

Arguments for the beleagured Europe ex UK sector are getting stronger, but growth figures flatter the region warn managers

clock 20 May 2011 •

Global

Agriculture still compelling despite commodities correction

First State's Renzo Casarotto says equity returns from agricultural stocks over the long term should compensate for volatility in the sector.

clock 17 May 2011 •

UK

MPC is right to stand pat on interest rates

ON UK GROWTH

clock 13 May 2011 • 1 min read

US

End of QE2 will be good entry point for investors

ON NORTH AMERICA

clock 13 May 2011 • 2 min read

Emerging markets

India is resilient in spite of inflationary headwinds

ON EMERGING MARKETS

clock 13 May 2011 • 2 min read
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