Analysis

The absence of any relationship between the monetary base and inflation means no one has any real idea of where the economy is heading. So how can the authorities control inflation and sustain above trend growth? John Clarke, chief investment officer...

Following last year's spectacular market rally, market cap diversity and non-cyclical businesses will be key to achieving growth, explains James Henderson, manager of the Henderson UK Equity Income and Growth fund.

Although inflation has been the dog that has not barked, it would be extraordinary if higher levels did not appear. Protecting against inflation is both cheap and wise, explains Glyn Owen, investment director at Momentum Global Asset Management.

Hugh Cuthbert, manager of SVM's Continental Europe fund, asks whether there will be a level playing field between euro and non-euro currency plays now growth is returning to Europe.

With developed world inflation hovering around the 1%-2% mark, Smith & Williamson's Chris Lynas explores the potential impact on bond markets.

Jeremy Gleeson, manager of the AXA Framlington Global Technology fund, gives an overview of prospects for the US technology sector.

The lower percentage of European stocks setting new 252-day highs suggests the region's markets are teetering on the edge of a correction, explains Artemis European manager Mark Page.

Bond investors have expressed concerns over "aggressive" terms and conditions that are increasingly being imposed by issuers of floating rate loans.

Manager of Global Dividend fund sells Nestlé and Coca-Cola in favour of ‘pure' emerging market exposure.

Emerging market investors are misguided if they believe they can buy both long-term winners and growth companies, according to BlackRock's Sam Vecht.