The Boston Company AM's Saffaye analyses recent US data.
The improving strength of the UK's manufacturing and services sectors should ensure the economy avoids a double-dip recession, said the British Chambers of Commerce.
US real GDP increased at an annual rate of 3% in the fourth quarter of last year, according to the third and final estimate from the Bureau of Economic Analysis (BEA).
Mike Riddell, bond fund manager at M&G, has warned investors the recovery in the UK is weaker than the one seen after the Great Depression in the 1930s.
The UK economy shrank more than previously feared in the final quarter of last year, the latest official figures have revealed.
James Henderson has managed Henderson Global Investors' UK Equity Income fund since 2005, taking on the mandate after a long spell at the asset manager.
Franklin Templeton's emerging market heavyweight Mark Mobius has blamed the flood of initial public offerings (IPOs) in emerging markets during 2010 for EM stocks' underperformance last year.