Analysis

European equity markets have rebounded strongly since hitting lows in early March as the economy has recovered more rapidly than forecast and financial markets have begun return to some sense of normality as the credit crisis has eased.

As with the rest of the financial markets, it has been a torrid time for property over the last couple of years.

European equity markets are currently trading on 12x earnings and remain attractive compared to global equity markets.

China has caught a lot of investors by surprise over the past 12 months.

Just as there is a two-speed Europe, it often seems, economically, Asia moves at two different speeds.

The economic environment appears reasonably benign in the near term given the upswing in the industrial cycle, relatively subdued core inflation pressures and expectation that central banks will keep interest rates at their current ultra-low levels. The...

The current backdrop for fixed income markets looks particularly supportive and favours further yield compression and outperformance by corporate and emerging market bonds.

With markets rallying dramatically, investors' confidence has clearly rebounded as the threat of a potentially global depression lifted.

Vast range of funds in IMA Specialist sector confirm diversity and reputation of their managers with performance figures over one year

With the financial panic over, we have seen a ‘relief rally' in stock markets as the risk of financial meltdown has been transferred to governments via rescue packages.