Activist investing usually produces the best results during the early-to-mid stages of an economic recovery, making the current economic environment probably the best seen for this type of investor since the early 1990s.
Reinhart and Rogoff's study of 250 past financial crises over the last 800 years found public sector debt increases on average 86%, growth takes 4.4 years to recover and real estate six years.
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.