Analysis

Property is once more an area of interest for investors.

European equities is not the most popular asset class right now and Greece's very public debt problems are an indication of why.

US equities got off to a strong start in January, boosted by better-than-expected ISM manufacturing data, the US unemployment rate and corporate earnings results.

To what extent does Japan still merit its place in your portfolio?

Forecasts for the UK economy are starting to look overambitious.

The UK economy is recovering, although we expect the recovery to be fragile and anaemic.

Given the magnitude of the contraction in credit spreads in 2009, it is reasonable for investors to question whether there is scope for further progress in 2010.

In an environment of very low base rates, sustainable yield is a highly attractive investment style.

Emerging markets represent 30% of global GDP, yet only 14.3% of the MSCI [World] index.

We believe the economy is recovering, albeit at a pace that is below trend relative to prior recoveries.