Analysis

European equities have enjoyed a strong rebound in recent months as business and consumer confidence indicators have started to improve, and investors anticipate the beginnings of a global economic recovery.

More than five decades of rule by the Liberal Democrat Party in Japan has come to an end.

The road to economic normality is likely to be long and bumpy. Although purchasing managers are ordering again, industrial production is still down on a year ago.

Asian region regains investor confidence after sharp falls, supported by continuing growth and Chinese fiscal stimulus boosting sector's economy

Over the past few weeks, France, Germany and Japan reported GDP growth for the second quarter, which appears to indicate that they are now emerging out of recession.

The necessity for reflation in today's market is a given, but the perceived success or failure by global authorities to revive their economies is an altogether different question, and one that is having a profound effect on investors' attitude to asset...

Back to school. Back to work. Back to reality. Back to facing the first anniversary of the collapse of Lehman Brothers.

There has been a sea change in the climate for investing in equities since the beginning of the year. In January, credit spreads were pricing in a ‘Second Great Depression', banks were bust on mark-to-market accounting and companies had shut factories...

CF Ruffer European fund tops sector over three years with manager Timothy Youngman looking to build on past gains by increasing exposure to equities

Equity markets have seen strong rallies in the last six months.