Analysis

Re-opening of capital markets has been critical to credit health, which has in turn led to the recovery in high-yield markets

I share the view of many people that the huge financial stimulus has overcome the danger of a re-run of the Great Depression. Unprecedented government action across the world has triggered a turnaround in investors' fortunes. Led by Germany and France,...

Credit markets have undergone a dramatic rally across the board since their March low. The more defensive sectors, such as utilities and energy, are now no longer offering anywhere like the compelling value we saw earlier in the year and are trading more...

Sector's stocks continue to underperform developed market peers, though top-decile managers find returns with focus shift

US and European equity indices reached new highs for 2009 throughout October, yet the Topix is moving at a level far below the high of 987.27 it posted on 31 August. What will it take for Japanese equity to catch up?

Beware of strategists wielding rulers. Decent third quarter GDP numbers have sent analysts scurrying off to increase their forecasts. We see this all too often, forecasts derived from extrapolating the newest trend, ratcheted up or down according to the...

The rally of recent months has dramatically altered the look of the UK equity market.

The rally in equities that began in March this year has been a rational reaction to the Fed's policy of ultra-low interest rates and asset buybacks.

Lloyd George Management launches Dublin-based Ucits III emerging market vehicle for veteran Kathryn Langridge

With gilt yields at historically low levels and after a period of generally very strong performance from corporate bonds, what is the outlook for bond markets in the coming months?