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The UK’s new industrial revolution
The coalition is pushing UK manufacturing as a cure to the economy’s woes. But with the services industry returning to its former glory are dreams of another UK industrial revolution misplaced?
Can property raise the roof again?
With signs of a rise in prices – even in troubled Japan – some investors are expecting the property sector to retake its place in portfolios as a diversified, income-generating mainstay, reports James Smith
Vital signs weaken for emerging markets
The pulse of the emerging economies has slowed on the back of disappointing results so where did it go wrong and can they win back investors’ hearts?
Animal instinct
Financial analysts love to compare market events with animals so perhaps investors can hope the economies of Chile, Peru and Colombia will emulate the attributes of local hero the llama, natural climbers who can reach extreme heights.
Who’s afraid of the digital revolution?
Digital technology is an integral part of daily lives but fund managers seem to be fighting shy of the revolution at a time when investor portfolios should be bolstered by businesses which are embracing the future
Eyes on the prize
Schroders has landed the real prize of Cazenove’s private client business but is the mega-deal a sign of renewed fund management confidence or merely a fortification against new waves of regulation and growing pressure on fees? Cherry Reynard reports
Small firms in the saddle
Helen Burnett-Nichols on how investors realise that smaller companies have key advantages in terms of manoeuvrability and growth potential and with risk appetite improving and cheap credit available, the small caps arena is flourishing.
Osborne bubbles under
Chancellor George Osborne’s major Budget surprise was the £5bn injection into the housing market but his tacit acknowledgement that he was not going to chase down deficit and debt targets will not inspire confidence in growth.
