The devaluation of China's currency will have a deflationary impact on global markets in the near term, according to Royal London Asset Management.
Jonathan Stapleton asks if falling confidence is leading to a portfolio re-think
Charlotte Moore looks at the forces at work on the American currency
Africa shouldn't be written off as an economic backwater, says Pádraig Floyd
Taha Lokhandwala asks whether worsening economic performance in China should worry investors
Charlotte Moore looks at the the challenges and opportunities of investing in the US.
SWIP's James Carver looks at opportunities in absolute return funds.
Lynn Strongin Dodds asks if investor excitement over commodities can survive a Chinese slowdown
Andrew Short points to the massive consumer potential of India and China
Andrew Short examines why global equities are back in favour
Andrew Short delves into the Brazillian economy
Low rates of return on risk- free assets caused by an ongoing supply squeeze will keep equity risk premiums elevated for the next few years, a Barclays Capital study says.
Emerging market equities and foreign currency nominated corporate debt will offer the best value as asset classes over the next year, Ashmore Investment Management predicts.
John Redwood on ever falling gilt yields
With 2012 looking like it will prove every bit as eventful as 2011, andrew short looks at what steps nimble trustees can take to mitigate crises and exploit opportunities
Jenny Cosgrave investigates where schemes go from here
John Redwood urges schemes to look beyond Europe
More and more pension funds are making their securities lending programmes work harder for them by expanding into emerging markets, as Helen Fowler reports
Jacques Gordon examines why commercial property looks like a good investment in the face of a multi-speed recovery
Juan Carlos Artigas, investment research manager at the World Gold Council, makes a case for gold as an independent asset class.
This month the panellists discuss the effect of the European debt crisis on markets, the trend to dividend growth, and the role of emerging markets in returns.
This month, the panellists give their 12-month return forecast, and suggest some general investment trends.
China's failure to tackle rising inflation could result in a marked slowdown in growth as policymakers are driven to adopt harsher monetary policy.
Asia has remained broadly resilient through the downturn, in particular the high growth regions of India and China - or ‘Chindia'.