Global

The US authorities have made historic and outstanding efforts to bring the crisis in the financial system under control, according to Cory Gilchrist of Marsico Capital management.

Skandia Investment Group (SIG) is planning to launch five new US funds into the UK, providing advisers with one of the most comprehensive fund offerings for the US market.

Emerging markets have been badly hit by the global financial crisis, despite them not having the deleveraging problems of the developed world, according to Schroders' Allan Conway.

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.