Global

The recession is over in Europe and the recovery will be V-shaped, according to Argonaut Capital's Barry Norris.

Global commercial property rents experienced the biggest decline in Q2 for five years with surveyor sentiment remaining depressed, according to Q2 2009 RICS Global Commercial Property Survey.

Emerging market managers have been reducing their allocation to Russia in the wake of the stock market's six-month rally, having seen a hike in share price valuations.

Liontrust is bringing to market its first global offering with the launch of a new equity fund at the end of this year.

Liontrust has recruited GAM manager Ross Hollyman to launch a number of funds from a newly-created global equity business.

Roger Guy and Guillaume Rambourg will cease the bulk of their retail management responsibilities at Gartmore next year, following the arrival of GAM's John Bennett.

Marking the 20 th anniversary of Templeton Emerging Markets investment trust (Temit), fund manager Mark Mobius says the growth of emerging markets is set to continue unabated, leaving the developed world in its wake.

Jupiter believes Japan is showing ideal valuations versus its Asian counterparts as it plans to launch its Japan Select Sicav next month.

OBSR has given A Ratings to the Allianz RCM BRIC Stars, Schroder Income Maximiser, and Templeton Emerging Markets Smaller Companies funds.

The US reporting season has pushed earnings expectations down to realistic levels and is already delivering some positive surprises, says Threadneedle's Cormac Weldon.