UK growth focus UK property prices, particularly in London, are back above their 2007 highs. This is important as it is primarily homeowners who drive the UK economy - over 50s own around 75% of the country's wealth.
Weather the central bank storms
Sterling slumped against the US dollar after the Bank of England's chief economist Andy Haldane said the UK has an equal chance of seeing a rate cut as a rate hike, contrary to consensus expectations.
Robert Horrocks, CIO of Matthews Asia
Indian equities stood out in Asian trading overnight after the Reserve Bank of India (RBI) announced a surprise cut to interest rates in order to combat falling inflation.
This year will see investors finally lose faith in the notion that policymakers are in control of global economic events, according to 'permabear' investor Marc Faber.
The single biggest challenge facing markets is normalisation of monetary policy, but although central banks are urging caution, markets are ignoring the warnings, argues Jupiter's Miles Geldard.