UK

Consumer Prices Index (CPI) annual inflation fell by a surprise 0.4% to 4% in March as the cost of food and drink lowered, but it is still double the Bank of England's target.

ON UK GROWTH

ON UK INCOME

BlackRock's Mark Lyttleton has cut his banking exposure on concerns a heavier burden of regulation and increased capital requirements are clouding the outlook for the sector this year.

UK stocks exposed to the domestic economy have been overlooked by the market and are attractively valued despite the gloomy outlook for the UK, says Tim Steer at Artemis.

Back in 1994, amidst an ongoing fiscal crisis in Sweden and a ferocious bear market in government bonds, Christer Käck, at Skandia, was the biggest bond player in domestic Swedish bonds.

The Sunday Times recently carried an article about the risk of recession in Spain should the ECB raise rates. According to the quoted economist, a rate rise would be a policy mistake that could push Spain back into recession.

Inflation targeting is failing the UK economy. It is time for the coalition government to reassess it.

UK inflation is high and rising. Unemployment is high and rising. That isn't supposed to happen, is it?

Elaine Morgan's three-fold investment approach combined with focus on international stocks over domestic cyclicals leads Aegon UK Smaller Companies into the top quartile.