Opinion

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HAVE RISK ASSETS TAKEN FLIGHT?

IS ICELAND A TEST CASE FOR EUROPE?

Is the long-term investment case of India still in tact? Is infrastructure still an attractive story? Michael Konstantinov, manager of the £877m Allianz RCM BRIC Stars fund visits companies in India to find out.

Investors have got over the wobbles of February. The ides of March were good for the bulls. The main investors and commentators are in love with risk again.

Back in 1994, amidst an ongoing fiscal crisis in Sweden and a ferocious bear market in government bonds, Christer Käck, at Skandia, was the biggest bond player in domestic Swedish bonds.

The Sunday Times recently carried an article about the risk of recession in Spain should the ECB raise rates. According to the quoted economist, a rate rise would be a policy mistake that could push Spain back into recession.

Inflation targeting is failing the UK economy. It is time for the coalition government to reassess it.

UK inflation is high and rising. Unemployment is high and rising. That isn't supposed to happen, is it?

There is a joke - admittedly not a very funny one - that goes: ask 10 economists the state of the economy and they will give you 10 different opinions.