Analysis

While the rest of the developed world benefited from significant amounts of liquidity injected via Quantitative Easing (QE) programmes, Japan had a comparatively tight fiscal policy.

Conviction is growing that a recovery is underway and equities have pushed further into new territory for the year.

With fiscal and monetary stimulus appearing from all directions, the US GDP hit a positive 3.5% in Q3 2009, most likely indicating the end of the recession.

Twelve months ago, in the aftermath of the collapse of Lehman Brothers, it looked as though the liquidity crunch could bring down the world's financial system.

IMA Europe excluding UK sector up 32.1% over past 12 months as recent government stimulus and low interest rates finally take effect

It is enough to give you vertigo. Corporate bonds have had a wonderful six months.

Recent reports of the dramatic turnaround in the commercial property market have raised the spectre of another bubble.

TwentyFour's Mark Holman analyses opportunities in the European RMBS sector, citing rare yield opportunities following a strong market rally

When asked why he robbed banks, the notorious American robber Willie Sutton is reported to have said: "Because that's where the money is." In a similar fashion, many European companies, frustrated by the limited opportunities at home, have gone global...

The dramatic turnaround in the fortunes of the UK equity market during the past eight months or so has led many investors to wonder how much further the rally can run, how likely a short-term correction is and how they should be positioning portfolios...