Economics

Next week could bring mixed messages about the strength of the recovery in the UK and eurozone

There are many things that investors don't need to know. We should ignore these, and focus upon the essentials

If recent history is any guide, a sell-off in bonds would be good for equities. But this could be dangerously misleading

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.

Former Treasury boss discusses what the policy options are as the economy recovers from the latest crisis

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.