The UK is out of recession and had its strongest quarter in two years over the three months to September, according to NIESR.
Architas' Caspar Rock has repositioned his multi-asset range as he turns increasingly bullish about economic progress in Europe, but more concerned about Japan.
Juan Valenzuela gives his thoughts on the impact of the latest round of QE in the UK and abroad.
Businesses are predicting the UK economy has moved out of recession in the third quarter of 2012, with expectations from leading firms that GDP has grown by 0.5%.
Now is the time for income-seeking investors to look at UK banks again, ahead of their return to the dividend register, said Schroders' Nick Kirrage.
Fixed income managers have expressed concerns a new bubble may be forming in higher-rated corporate bonds as investors pile into the asset class.