Analysis
Global
Investors are increasingly looking East as dividend culture of UK companies wanes, capping what was dubbed a ‘dismal decade' for UK shares.
27 February 2010
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6 min read
UK
Although our investment decisions are based solely on stock-specific valuations rather than any top-down view, it is hard to ignore the signs the global economy is improving.
20 February 2010
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1 min read
Managed funds
The rally in equities, credit and commodities from March last year neatly fits the pattern of the market discounting an economic recovery six months ahead of the turn in the (backward-looking) data.
20 February 2010
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US
Equities easily surpassed consensus expectations in 2009 with the S&P 500 up some 67% from its March lows.
20 February 2010
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Europe
We see 2010 as a year when market leadership changes. Concern about such a view is it feels consensual.
20 February 2010
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UK
The various government and Bank of England stimulus measures implemented over the past 12 months have undoubtedly prevented the UK economy from experiencing the scenario of doom many market commentators predicted at the beginning of 2009.
20 February 2010
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Emerging markets
The first-hand experience of those running manufacturing companies in China is a valuable guide to the outlook for the world's fastest-growing economy and, indeed, the region as a whole.
20 February 2010
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Bonds
The focus of financial markets and the political world has been on country risk over the past few weeks.
20 February 2010
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Economics
The Treasury could still hit its budget deficit target for the year despite worse-than-expected January public borrowing figures, PricewaterhouseCoopers (PwC) says.
18 February 2010
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