Emerging market local currency fixed income has generated high risk-adjusted returns over the past few years and has proved to be an increasingly popular asset class... more

The ongoing credit crunch and nascent economic slowdown have taken their toll on a wide range of asset classes. One asset class that continues to hold up well is... more

Today's very strong German GDP figure, albeit much flattered by weather effects and other statistical factors, is, taken in isolation, a catastrophic one for EMU... more

For the past few weeks we have been focused mainly on the unfolding EMU disaster and on the facile optimism about the US economy and associated misplaced concerns... more