Equities

Reached 22-year low on Monday

Both countries seeing improving sentiment

Asymmetric risk for UK

Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.

First testimony since taking over role

Continuing on success of David Bellamy

Market's reputation is being rebuilt

European equity markets remain attractive to us. The combination of a solid macroeconomic backdrop outside the region and a strong recovery domestically has helped propel earnings higher.

Investors must pay attention

Offer improving cashflow and dividend