Where are the opportunities from decaying demographics?
The absence of any relationship between the monetary base and inflation means no one has any real idea of where the economy is heading. So how can the authorities control inflation and sustain above trend growth? John Clarke, chief investment officer...
Following last year's spectacular market rally, market cap diversity and non-cyclical businesses will be key to achieving growth, explains James Henderson, manager of the Henderson UK Equity Income and Growth fund.
Hugh Cuthbert, manager of SVM's Continental Europe fund, asks whether there will be a level playing field between euro and non-euro currency plays now growth is returning to Europe.