Feature

Investment spending has picked up

'Aggressive optimism'

Where will investors find the greatest value on the UK stockmarket today?

We have reached an inflection point this year where, after several years of extreme liquidity, we are now heading toward monetary policy normalisation.

Investing through futures

Many countries did not reflate alongside China

Conundrum for investors

Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.

Improving fundamentals

Unconventional monetary policy