Analysis

Investors seeking growth opportunities in the UK equity market are becoming increasingly frustrated by talk of a double-dip recession, rising political uncertainty and bearish expectations.

After a difficult 2009, 2010 has started well with many firms growing their dividends by more than expected.

BONDS

ON EUROPE

ON ASSET ALLOCATION

The earnings results season for Q3 2009 (October-December 2009) has almost finished.

The recovery we have seen has been based on a more positive outlook for the global economy.

All politicians strive for the ‘Goldilocks economy', which is neither too hot, nor too cold, but just right, thus allowing for steady economic growth with moderate inflation.

Chinese money supply and loan growth - at over 30% - is out of control.

There is a danger that comes from the constant bombardment of macroeconomic information - increasing short-termism.