Strategy Blog

After the party

Now that we are enjoying the party – or at least falling interest rates and lower taxes – it is reasonable to ask what the hangover will be like. More >>

Fund Blog

A time to be traditional?

As 2008 draws to an end it is only natural to reflect on events that have have made the year memorable. The year started with several groups launching Middle East and North Africa (Mena) funds - a move which appeared vindicated as oil prices soared to $145 a barrel. Then, as the year progressed and markets became even more volatile, absolute return funds proved to be the order of the day. More >>

Fighting fit

The global slowdown has stymied Japan's economic expansion as demand for exports shrinks and share prices fall. But its strong banking sector prompts some analysts to argue that the country will be the first to recover, writes Jack Mulchand. More >>

Lost decade points to need for tough action

Those who want to know the likely economic trajectory of the western developed economies would do well to look at the recent historical experience of Japan. More >>