How do the runes read? As a result of cutting costs and maintaining prices, companies are continuing to show better cashflow.
Following unprecedented government intervention, the US equity market has rebounded over 70% from lows experienced less than year ago.
Anyone remotely optimistic about prospects for global equities over the next 15 years simply cannot avoid, or significantly underweight, US equities.
Let us enjoy the equity sweet spot for now. Interest rates are likely to remain low for some time as the recovery remains fragile.
When we considered the outlook for Russia at the beginning on 2009, it appeared we were staring into the abyss.
Increases in exports of soy beans and iron ore helped China overtake the US as Brazil's largest trading partner.
Happy 15th Birthday, Investment Week! My how time flies… By coincidence it is also 15 years since we founded our multi-manager team at Rothschild.
Investment Week surveyed leading advisers to get their opinions on which funds and managers will deliver the best returns over the next 15 years
Only four investment funds that achieved S&P AAA status in 1995remain AAA-rated today. How did they achieve this feat?