Chris Dillow

Gilt yields are lower than they should be, given the improvement in economic conditions.

Next week's numbers could show that we are not seeing a post-lockdown consumer boom.

Many defensive stocks do not stay defensive forever – but investors have historically been well compensated for this danger.

The government wants pension funds to invest more in long-term UK assets. It is wrong to do so.

Many investors are sceptical about timing the market, even though there's lots of evidence we can do so. There are good reasons for such scepticism – but also bad ones.

US inflation is still rising, next week's figures will show – and the UK economy is recovering.

This investor wants an income of £15,000-£18,000 a year from his Isa

The best protection against an inflation scare might well be to hold more cash.

Next week should bring some news of a continued economic upturn, but also signs of inflation.