At any point in time, the engine of economic growth depends on the strength of the four cylinders on which it is driven; the household sector, the banking sector, the government and the non-financial corporate sector.
WHY EQUITIES ARE NOT A GOOD HEDGE
The OECD today cut its second-quarter growth forecast for the UK to 1% from 1.3%, but said growth prospects for the G7 nations were rosier.
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.
The BlackRock Natural Resources Team looks at how investors can find value within different commodities at different times.
The UK's economic growth will be 'subdued' in 2011, held back by fiscal tightening and weak real income growth, according to a new OECD report.
Neptune's Robin Geffen is maintaining a cautious stance within his £1.07bn Global Equity fund, fearing the "sustainability and breadth" of the recovery in the OECD economies.
Annual inflation in the Organisation for Economic Co-operation and Development (OECD) area remained stable in April at 2.1%, although food and fuel prices rose.
Britain and France are at odds with other European Union countries over plans to insure against future bank failures, in another sign of the problems in trying to forge a common response to the bloc's economic woes.
The economic monopoly enjoyed for so long by the US is set to come to an end, with Bric countries moving in to replace it, Robin Geffen says.
The Government's claim that Britain is one of the better performers among the advanced economies has received a boost from the OECD.
Current monetary policy will have to end soon
While the outlook for the market remains uncertain, the US recovery is showing clear signs of progression.
John Husselbee's North Investment Partners has constructed its own structured note to effectively short government bonds across the manager's range of multi-manager funds.
Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%
Last year saw remarkable stabilisation and recovery in equity markets which led the subsequent global economic revival.
The current market is concerned inflation may pick up as a consequence of the policy decisions thus far taken in an attempt to stimulate the OECD economies.
As 2008 rolled into 2009, global investors were still recovering from the most traumatic of years, felt most acutely perhaps in emerging markets.