Analysis

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.

The probability of an economic recovery is very good, but the promised pay-off could be disappointing because, in many instances, we are being asked to pay happy prices for happy outcomes.

Fund positioned to capitalise on ongoing recovery

All 138 funds in IMA Balanced Managed sector register positive returns over the past 12 months due to managers' increased equity exposure

As macroeconomic data releases become more mixed and investor risk appetite shows signs of peaking, so stock and sector leadership within the equity market has changed.