Analysis

Assets are still attractively valued while earnings are keeping pace with prices and interest rates remain historically low.

Global economies are showing tentative signs of improvement, but not sufficient yet to encourage policymakers to materially alter their highly accommodative monetary and fiscal initiatives.

The American stock market is having a good year. From its low point of 677 on 9 March 2009, the S&P 500 index has recovered by over 60%.

Japan's economy was one of the first to officially leave the recession and is now expected to grow faster than other developed nations, according to IMF forecasts.

National pride was dented when Germany and France posted positive economic growth in the second quarter yet the UK remained in recession. Since then the UK has suffered the ignominy of seeing expectations for the third quarter outturn scaled back as industrial...

As we head to the end of the year and speculation surrounding the withdrawal of monetary stimulus by the central banks mounts, the debate is focused on how sustainable the recovery will be. More so, what ‘shape' will it take? Will it be L, U, V or W?...

Global emerging markets have had a stunning run since late March.

Investors' risk appetite has continued to improve in recent months as the major developed economies seem to be emerging from recession and signs of a stabilisation in global economic activity increase.

As investors came to work on September 15, 2008, we braced ourselves for the fallout from the news Lehman Brothers had filed the largest bankruptcy in history.

The latest forecasts from the IMF suggest global growth will be negative in 2009 with the UK economy expected to be among the worst performers of the developed nations.