A respected think tank has raised its UK growth forecasts for this year and next but warned any recovery is dependent on consumer spending.
Jon Ingram, manager of the £139m JPM UK Dynamic fund, picks five sectors he expects will continue to perform well during the equity rally, and selects his favourite stocks from each.
Banks, housebuilders and agents are expected to benefit from the government's lending schemes.
Sustainable and well regulated growth in financial services could generate an additional 265,000 jobs and boost GDP by between 2% and 3% by 2020, a report from PwC has found.
UK banks remain at risk of very serious problems, according to Charles MacKinnon, chief investment officer at Thurleigh Investment Managers.
Annabelle Williams speaks to Credit Suisse's Rajiv Punja about his bets on disaster reinsurance.
Legal & General Investment Management is looking to boost its fund range with a number of new launches, starting with a bond index tracker.
Steve Russell, investment director and manager of the £2.9bn CF Ruffer Total Return fund, tells Ruth Gillbe why he has been 'desperately' selling stocks and why all conventional bonds are 'poisonous'.