Analysis

Sector's stocks continue to underperform developed market peers, though top-decile managers find returns with focus shift

US and European equity indices reached new highs for 2009 throughout October, yet the Topix is moving at a level far below the high of 987.27 it posted on 31 August. What will it take for Japanese equity to catch up?

Beware of strategists wielding rulers. Decent third quarter GDP numbers have sent analysts scurrying off to increase their forecasts. We see this all too often, forecasts derived from extrapolating the newest trend, ratcheted up or down according to the...

The rally of recent months has dramatically altered the look of the UK equity market.

The rally in equities that began in March this year has been a rational reaction to the Fed's policy of ultra-low interest rates and asset buybacks.

Lloyd George Management launches Dublin-based Ucits III emerging market vehicle for veteran Kathryn Langridge

With gilt yields at historically low levels and after a period of generally very strong performance from corporate bonds, what is the outlook for bond markets in the coming months?

The European equity market rally shows no signs of abating. Bulls are in the ascendency, with their appetite for risk sending stock indices to new highs for the year in September. Banks have led the charge, as a number of lenders reported excellent quarterly...

The rally is well established. Small and mid caps have been at the forefront of this bull market which was ignited by the recent panic slashing of interest rates - sorry I mean concerted monetary easing to head off the 2008/09 world banking crisis.

Equity markets around the world have continued to rally, fuelled by liquidity and some signs of improving economic data.