Global

Europe is capable of bottoming much earlier in the economic cycle than in previous recessions and the worst of the damage to equity valuations may have already occurred, according to BlackRock's Alister Hibbert.

Japan looks set to slip into a mild recession, though the root of this will be exporters rather than domestic firms, according to Simon Somerville, manager of Jupiter Japan Income fund.

Investors must look beyond the headline Asian growth story and understand exactly where companies are putting their excess cash flows, according to Michael Godfrey, manager of M&G Asian fund.

Legal & General Investment Management has rung the changes on both its Japanese trust and the Pacific Growth trust.

Cherry Reynard asks if political risk is always synonymous with emerging markets or if it is more the case that in the present climate of upheaval the economic risks of the developed markets present a greater danger for investors

Resolution Argonaut's forthcoming Absolute Alpha fund is to be seeded with approximately £20m from newly-formed Ignis Asset Management.

New political leadership will be a major catalyst for improving the investment case for Japan, according to Morgan Stanley Japan's CIO John Alkire.

European markets have a "better than even" chance of ending the year 5-10pc higher than currently standings, according to Baring Asset Management's director of European equities James Buckley.

Half of institutional investors in the UK plan to increase their investment exposure to the Gulf reg...

European large cap stocks are more likely to outperform than small or mid caps over the course of the next cycle, according to Lazard Asset Management's Aaron Barnfather.