Analysis

China has caught a lot of investors by surprise over the past 12 months.

Just as there is a two-speed Europe, it often seems, economically, Asia moves at two different speeds.

The economic environment appears reasonably benign in the near term given the upswing in the industrial cycle, relatively subdued core inflation pressures and expectation that central banks will keep interest rates at their current ultra-low levels. The...

The current backdrop for fixed income markets looks particularly supportive and favours further yield compression and outperformance by corporate and emerging market bonds.

With markets rallying dramatically, investors' confidence has clearly rebounded as the threat of a potentially global depression lifted.

Vast range of funds in IMA Specialist sector confirm diversity and reputation of their managers with performance figures over one year

With the financial panic over, we have seen a ‘relief rally' in stock markets as the risk of financial meltdown has been transferred to governments via rescue packages.

Markets are rebounding strongly after the indiscriminate drop of last year.

With three-quarters of the year now behind us, thoughts turn to reflect upon the year that is drawing to a close and what 2010 will bring.

Managers cite good foresight and cheap equities as reasons for outperformance