Fidelity's Tom Stevenson on the shift in the balance of power in the global economy from West to East that will soon alter the investment landscape forever
Fund managers generated record net inflows in 2009, driven by strong investor demand for emerging markets.
Keynes' advocacy of fiscal stimulus to revive an economy from recession is well documented. For obvious reasons it has also been fiercely debated over the past two years, so it is somewhat ironic communist China could stake a claim to being the most Keynesian...
When we considered the outlook for Russia at the beginning on 2009, it appeared we were staring into the abyss.
Increases in exports of soy beans and iron ore helped China overtake the US as Brazil's largest trading partner.
Investment Week surveyed leading advisers to get their opinions on which funds and managers will deliver the best returns over the next 15 years
Despite its recent GDP growth while the developed world succumbed to recession, India is not a straightforward growth story.
China is increasingly focused on greater alignment with her Eastern neighbours and the allure of Russia's resource-rich economy and the demise of US power have caused China to recalibrate foreign policy.
The case for investing in emerging market equities as part of a diversified global portfolio remains compelling
L&G Diversified Absolute Return co-manager Ben Gill expects more groups to enter the global macro space