News

Inflows into emerging markets could see a short-term pause as investors consider the impact of inflation in China and other macro issues, says Schroders' CIO Alan Brown.

Skandia Investment Group has begun the year overweight equities in the view they will rally throughout 2011, fuelled by growth, low interest rates and favourable valuations.

Further quantitative easing, low short-term interest rates and rising inflation will be key themes for the year ahead, says Patrick Armstrong at Distinction Asset Management.

Fund managers are split on what the unexpected contraction in UK growth means for the future of the economic recovery.

UK GDP contracted by 0.5% in the last three months of 2010, shocking economists who had predicted growth of between 0.2% and 0.6% and sending sterling into freefall.

The International Monetary Fund has revised its global growth forecast upwards to 4.4%, as the UK is expected to report a slowdown in its recovery later this morning.

F&C Asset Management's spat with Sherborne Investors continued today as the group posed a number of questions to the activist investor within its fourth quarter report.

China faces significant problems as inflation and property prices look set to form a bubble, says Hugh Young at Aberdeen Asset Management.

Developing economies will drive the global upturn, despite fears of a hard landing in China and other emerging markets last year, says Michael Hasenstab at Franklin Templeton.

The economy suffered a marked slowdown in growth in the final three months of last year, official figures released tomorrow are expected to show.