US and UK continue to lose ground to the rest of world

The consensus is that the world economy is likely to slow during the course of this year, with inflation flattening out or even moving downwards. But continued merger and acquisition activity sweeping global markets has created a generally positive view for global equity markets. Even if global economic growth slows, the US economy looks set for a soft landing, while European growth is likely to be well-supported. Meanwhile, monetary conditions look set to aid investment and consumption growth in Japan, according to Neil Rogan, manager of the Gartmore Sicav Global Focus fund. He points o...