Feature

Euro a headwind

The global financial crisis, and the related policy response, is drawing to a close. We are currently enjoying a short period of synchronised global growth and improving trade.

Not acting as a safe haven

Stunting investment in UK

Unwinding of deflation risks more worrying

There were several credit rating changes in February that were significant for emerging markets (EM).

Since the end of 2007, European equities have underperformed US equities by 63% on a real total return basis (in local currency terms).

'Inflation scare'

Political uncertainty an issue

Partner Insight: Cyber-crime is on the rise, with estimated annual losses for companies now topping $400bn (£291bn), according to the Centre for Strategic and International Studies.