growth

Keith Wade, chief economist at Schroders, offer his thoughts to Julian Marr, editorial director of Marketing-hub.co.uk, on the ups and downs of 2011, which overall he expects to be a year of sustainable growth.

The next 12 months will be marked by unintended consequences of the "extreme policy" implemented in 2010, which may include rising bond yields and inflation, says Cazenove's Chris Rice.

Cazenove's Richard Jeffrey examines the key differences between the US and UK markets.

Nick Dowell took over the HSBC's £272m European Growth fund three years ago this month, tasked with turning around the vehicle's lacklustre performance.

Asian and emerging markets have been a key driver of performance for the Threadneedle Global Equity Income fund since its 2007 launch, as the Western dividend culture spreads into the developing world.

THE BIG QUESTION

Rathbones head of multi-asset David Coombs plans to access the Chinese growth story indirectly by doubling his exposure to the Baring German Growth Trust.

Marlborough has reorganised the management of its £68m Far East Growth fund in a bid to improve performance.

US FOCUS

UK EQUITIES