Analysis

ON BONDS

ON ASSET ALLOCATION

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

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

ON UK GROWTH

ON NORTH AMERICA

ON EMERGING MARKETS

ON ASSET ALLOCATION

ON BONDS

Market and economy seen as more distinct following the recent disaster