Analysis

Japan's economy was one of the first to officially leave the recession and is now expected to grow faster than other developed nations, according to IMF forecasts.

National pride was dented when Germany and France posted positive economic growth in the second quarter yet the UK remained in recession. Since then the UK has suffered the ignominy of seeing expectations for the third quarter outturn scaled back as industrial...

As we head to the end of the year and speculation surrounding the withdrawal of monetary stimulus by the central banks mounts, the debate is focused on how sustainable the recovery will be. More so, what ‘shape' will it take? Will it be L, U, V or W?...

Global emerging markets have had a stunning run since late March.

Investors' risk appetite has continued to improve in recent months as the major developed economies seem to be emerging from recession and signs of a stabilisation in global economic activity increase.

As investors came to work on September 15, 2008, we braced ourselves for the fallout from the news Lehman Brothers had filed the largest bankruptcy in history.

The latest forecasts from the IMF suggest global growth will be negative in 2009 with the UK economy expected to be among the worst performers of the developed nations.

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.