Analysis
US
Equities easily surpassed consensus expectations in 2009 with the S&P 500 up some 67% from its March lows.
20 February 2010
•
Europe
We see 2010 as a year when market leadership changes. Concern about such a view is it feels consensual.
20 February 2010
•
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
•
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
•
Bonds
The focus of financial markets and the political world has been on country risk over the past few weeks.
20 February 2010
•
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
•
1 min read
Europe
European equities is not the most popular asset class right now and Greece's very public debt problems are an indication of why.
15 February 2010
•
2 min read
US
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.
15 February 2010
•
2 min read
