Analysis

The markets have continued to move positively, driven in part by second-quarter results which have so far been relatively supportive.

Recent years have not been kind to the Japanese stock market.

A substantial credit rally has materialised in recent weeks. The additional yield over government bonds of sterling credit (non gilts) illustrates a substantial spike higher during the thick of the financial crisis in 2008, but also a rally from March...

Equity markets have clearly benefited from a dramatic shift in investor sentiment since early March - when the prevailing fear was that what had been a painful recession could escalate into an even more painful and longer-lasting depression.

In an industry that is replete with contrasting views, the current spectrum of opinion on the future shape of the economic and investment landscape is truly disparate.

The rally in the UK equity market since the low point reached on 3 March has surprised even some of the most hardened optimists.

Global equities soared over the second quarter. Although the gains were broad-based around the world, emerging markets, and in particular Asia, outperformed developed markets as investors realised that their fundamentals remained strong throughout the...

Emerging markets equities experienced an extraordinary recovery in the second quarter of 2009.

For quite some time, India has languished as the poor relation to China in the minds of UK investors.

Over the past few weeks, the UK market has been experiencing some broadening out, and we have seen the defensive sectors playing catch-up with good share price rises in tobacco and food producers, for example.