Although our investment decisions are based solely on stock-specific valuations rather than any top-down view, it is hard to ignore the signs the global economy is improving.
The Government could take until 2015 to offload the bulk of its stakes in the UK's partly nationalised banks, longer than many fund managers were expecting.
US equities got off to a strong start in January, boosted by better-than-expected ISM manufacturing data, the US unemployment rate and corporate earnings results.
With deference to Bill Gross, the ‘must-avoids' are, surely, the easy bit. It's my ‘must-haves' that are in short supply.
"One of the greatest disservices you can do a man is to lend him money that he can't pay back."
Fund distribution has changed dramatically in the last 15 years and with the RDR, just one of many things shaking up the industry, the rate of change can only accelerate, says Kira Nickerson, former editor of Investment Week
When Investment Week was launched in January 1995 Helena Morrissey was just a ‘fine fund manager' with Newton Investment Management. Now, she is the group's CEO and content with its consistent and sustainable culture
In early trading, the FTSE was steady as a response to President Obama's statement on banking regulation, rising 0.1% to 5343.23, however financial stocks fell as UK markets opened.
UK inflation rose at the fastest annual pace for three quarters in December, according to the Office of National Statistics.