Economics / Markets

This week's smartest investment commentary... condensed

Ian Aylward has cut Aviva Investors' multi-manager exposure to US equities to an underweight position for the first time since 2011, fearing the stocks are deeply over valued.

The FTSE 100 is within sight of its all-time high after closing at its highest level for 15 years on Tuesday.

Are plummeting inflation numbers seen everywhere from the UK to China a sign of a deeper malaise?

Inflation fell to 0.3% in January, the lowest level ever recorded and firmly below the Bank of England's 2% target.

Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.

... that clients may call you about this week

Japan came out of a recession last year after two consecutive quarters of negative growth.

The Confederation of British Industry (CBI) has upgraded its UK growth forecast in the face of low inflation and falling unemployment figures.

The eurozone economy beat growth expectations in the last quarter of 2014, buoyed by a resurgent Germany.