When we considered the outlook for Russia at the beginning on 2009, it appeared we were staring into the abyss.
Increases in exports of soy beans and iron ore helped China overtake the US as Brazil's largest trading partner.
Happy 15th Birthday, Investment Week! My how time flies… By coincidence it is also 15 years since we founded our multi-manager team at Rothschild.
Investment Week surveyed leading advisers to get their opinions on which funds and managers will deliver the best returns over the next 15 years
Only four investment funds that achieved S&P AAA status in 1995remain AAA-rated today. How did they achieve this feat?
Japan, the world's second-largest economy, has for 20 years been an unfashionable area to invest in and therefore largely ignored by investors.
Despite its recent GDP growth while the developed world succumbed to recession, India is not a straightforward growth story.
China is increasingly focused on greater alignment with her Eastern neighbours and the allure of Russia's resource-rich economy and the demise of US power have caused China to recalibrate foreign policy.
The current market is concerned inflation may pick up as a consequence of the policy decisions thus far taken in an attempt to stimulate the OECD economies.
In 2009, we felt quality Japanese companies were too cheap and as we start 2010 our view has changed very little.