Analysis

Global listed property securities provided good returns for investors in 2009 and markets rallied as the global economy responded to government stimulus measures.

Investors return to sector as region's stock markets rebound strongly from sharp falls in financial crisis

From an economic viewpoint, it is difficult to disagree with the consensus view UK economic growth will be challenging for the next couple of years.

Many market commentators started the year tipping Japan as a contrarian, laggard equity investment for 2010.

Despite the significant gains generated in bond markets in 2009, we believe the case for corporate bonds remains strong.

The volatility of the past two months experienced not only by US equities but across the world has been interpreted as evidence last year's so-called ‘dash to trash' is nearing an end.

Current asset allocation decisions are either very difficult, or very easy, depending on your time horizon.

When trying to gauge the outlook for the equity market, we look at corporate profits and the discount rate applied by investors to those profits.

Climate of low interest rates has allowed small companies that rely on borrowing to grow and provide good opportunities for investors

The re-emergence of China remains one of the most important and exciting investment themes of our time.