Analysis
UK
The UK economy is recovering, although we expect the recovery to be fragile and anaemic.
15 February 2010
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Bonds
Given the magnitude of the contraction in credit spreads in 2009, it is reasonable for investors to question whether there is scope for further progress in 2010.
15 February 2010
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UK
In an environment of very low base rates, sustainable yield is a highly attractive investment style.
15 February 2010
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2 min read
Emerging markets
Emerging markets represent 30% of global GDP, yet only 14.3% of the MSCI [World] index.
15 February 2010
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US
We believe the economy is recovering, albeit at a pace that is below trend relative to prior recoveries.
08 February 2010
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Asia
As a country, Japan's rocky ride through the global downturn has led some commentators to question the country's future, while the long-term returns from the market have been variously disappointing or unimpressive for nearly two decades.
08 February 2010
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Europe
The sharp rally in European equity markets appears to have run ahead of the fragile economic recovery but there still seems to be scope for further setbacks.
08 February 2010
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Asia
The global markets, Asian in particular, were unsettled by the recent developments in Chinese monetary policies.
08 February 2010
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Economics
Last year saw remarkable stabilisation and recovery in equity markets which led the subsequent global economic revival.
08 February 2010
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