GDP

The UK's economic recovery slowed in the second half of last year and will remain 'subdued' throughout 2011, the Organisation for Economic Co-operation and Development (OECD) predicts.

Barclays Capital's Luca Ricci and Amrita Sen believe investors who think the current short-term rise in inflation is temporary should think again…

The Monetary Policy Committee's forecasts for UK real growth are too optimistic, while concern mounts over its inaction in raising rates to stem rising inflation, says Threadneedle's Mark Burgess.

ON EMERGING MARKETS

ON EUROPE

The contraction in the UK economy in the last quarter of 2010 was slightly worse than previously estimated, according to figures from the Office for National Statistics released today.

Alex Ingham of Aviva Investors says emerging market small caps are well placed to capture the rise of EM consumers.

INFLATION

Martin Currie's Jeff Casson looks at how investors can take advantage of the stock markets of Mexico, Chile, Colombia, Peru and Argentina.

LGIM's Richard Hodges has added 12% to his high yield positions in the £1.3bn Dynamic Bond trust, and expects to take exposure to 50% this year.