Economics

With volatility set to dominate again this year, experts predict which sector or geographical region will surprise on the upside.

Continued pressures on the eurozone and an environment of falling inflation will prompt the ECB to lower interest rates from 1% to 0.5% this year, according to M&G's Stefan Isaacs.

MULTI-MANAGERS

The British economy just managed to achieve growth in the fourth quarter of 2011, according to the National Institute of Economic and Social Research (NIESR).

Schroders Richard Buxton has revealed the top ten stocks he is backing in his £2.7bn UK Alpha Plus fund heading into 2012.

Ardevora's Jeremy Lang and William Pattison have added an extra £2m of their own capital to their funds on a "reasonably bullish" view on equities.

The European Central Bank has held interest rates at 1% but president Mario Draghi has voiced concerns over the situation in Hungary.

Neptune's Robin Geffen is standing by his overweight US position as he believes the region is unlikely to fall into recession this year as long as another banking crisis is avoided.

ECONOMICS

ECONOMICS