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Uncertainty prevails, but credibility makes a difference
With uncertainty prevailing on global markets, 2010 is proving to be more difficult to anticipate than expected. The spectre of the eurozone sovereign debt crisis still lingers over markets and investors are waiting to see to what extent an earnings revival can be sustained amid worries that the global recovery may be stalling.
As belt tightening becomes de rigueur for many established economies Tom Elliott takes an insightful look at the merits of austerity and its risks, asking whether European governments can achieve fiscal retrenchment in a manner that boosts long-term growth. Read the insight article here
One nation that has already pledged to address its sovereign debt issues is Japan. We explore the background of the new prime minister and examine what his new manifesto might mean for investors in this commentary .
Most seasoned investors know that when funds and asset management companies are being evaluated, one of the most important factors to consider is the quality of the team behind the scenes, which establishes a firm's credibility. We are delighted to announce that we recently won double honours in the prestigious 2010 Thomson Reuters Extel Survey, with top rankings for best buyside firm and best individual buyside analyst. For details, download the article.
Remember, our regular market and strategy updates by Tom Elliott and David Shairp are always available here.
Finally, I'd like to make you aware that we are speaking on Alternatives Investing at the Pensions Age Conference on 24 September, at the London Stock Exchange. For more information and to register for this free event, please visit this page.