Amongst all the bearish commentary on markets, you do find the occasional bull, and this week we’ve found one that’s even more positive than us and is expecting a “recovery with rockets”.

I have found this last week in France frustrating - not because of the really warm days, the beautiful Mediterranean water temperature or the French food. It has been frustrating because watching our stock mark..

The IPO market may not be a traditional place to start looking for yield but it is certainly more affordable and more floats are now offering a ‘sweetener’ to entice the dividend brigade.

Global markets are in the hands of the central bankers who have their fingers on interest rates. As long as they keep being careful there will still be legs in this bull market.