Five managers assess potential headwinds and tailwinds
Winning back consumer confidence months of scandal
Traditional analysis underestimates biggest risks facing companies
Making capitalism work for all
Anticipates improved consumer confidence
Top-down macro research
Despite Moody's downgrade
Policymakers risk the UK economic recovery stalling if they fail to address its "undue reliance" on consumer spending, the British Chambers of Commerce has said.
US payroll figures boosted markets on Friday after companies added more jobs than expected, continuing the trend of positive news coming out of the world's biggest economy.
The Dow Jones has closed above the 13,000 mark for the first time since the Lehman Brothers collapse prompted the market crash of 2008.