If the US - the world's importer of last resort - is going on an export drive, the implications for Asia may be profound, writes Aberdeen's Hugh Young.
Fitch Ratings has delivered a serious blow to the credibility of the Government's budget plans, warning that Britain risks a loss of investor confidence and erosion of its AAA rating unless it maps out clear austerity measures.
CEO's baseline scenario is muted economic growth with muddled policy response
Strong outperformance due to limited demand leads Finlayson to cash in holdings
Pimco chief executive officer Mohamed El-Erian believes the UK has more tools at its disposal to tackle its economic problems than countries like Greece.
F&C's Robert Siddles believes US small caps will act as good inflation hedge when CPI starts to rise.
There is momentum gathering behind the argument that Europe is the sick man of the World.
Optimism is returning to global economy say managers
Jupiter's Philip Gibbs has opened up a net short position on "overvalued" UK commercial property stocks as the manager develops a number of early themes into his new Absolute Return fund.
European equities is not the most popular asset class right now and Greece's very public debt problems are an indication of why.