Updated 10:49am 11 February 2012:

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Andrew Miller

Andrew Miller

BAE Systems will continue flying high

BAE Systems – We are retaining our buy recommendation and increase to 525p our fair value estimate for BAE Systems (BAE). After a better-than-expected 2007 performance and factoring in acquisitions, plus contract wins, consensus estimates have moved up. So our fair value estimate can increase and remains based on 2008 forecasts and a 15% European sector premium.Read

Few signs of investors capitulating

FOR most of the past year, riskier assets have been under pressure, as the US sub-prime crisis and toxic financial over-engineering sent shock waves through markets.Read

Some positive surprises

OVER the past few months, there has been a shift in economic data. Rather than one disappointment after another, we have seen more balanced news flow. More of the news from the US has been in line with expectations, and there have even been some positive data surprises.Read

Some areas worth a look

RECENT turmoil in the financials sector has left many investors understandably wary of banking shares, although we would argue that these are now keenly priced.Read

Infrastructure predicted to boom in years ahead

SOMETIMES it pays to ignore short-term volatility and focus on the long term. When markets seem to be sound-tracked by The Flight of the Bumblebee, it is worth taking a step back, setting aside sub-prime, credit crunches and structured investment vehiclesRead

The opportunities are there for investors who savour risk

RECENT news from the financial markets has spooked investors. The rescue of the US investment bank, Bear Stearns, has been followed by further market volatility and sharp dips in share prices, most notably in the financials sector.Read

Budget airline an option

WHO’D run an airline? It has been a tough decade for the global aviation industry.Read

Andrew Miller, regional head of Barclays Wealth

Right now, UK Government bond market is favoured

SINCE the start of the year, the UK government bond market has reacted in a broadly predictable fashion to day-to-day news flow. Yields soared in the second half of January as equity markets tumbled, but recovered again in early February.Read

Rewards outweigh the risks

AS we wrote a couple of weeks ago, it’s been a mixed Christmas for the high street. It’s also been a distinctly mixed Christmas for Sir Stuart Rose, chairman of Marks & Spencer.Read

Andrew Miller column

Analysts covering the UK supermarkets sector can be forgiven for looking tired at the moment.Read

Andrew Miller column

Whatever your view on the global warming debate, it seems certain the coming years will see significant growth in demand for power from nations such as China and India as industrialisation continues apace while standards of living rise.Read

Andrew Miller column

Last week, economic news from the US was more or less relentlessly positive - and the markets hated it. The US trade deficit was reported down, unemployment is falling and manufacturing is solid.Read

Andrew Miller column

Infrastructure is a hot topic in investment circles. In fact, it is now held to be an asset class in its own right. What is infrastructure? The economist's definition can't really be bettered. Infrastructure is: "the economic arteries and veins … roads, ports, railways, airports, power lines, pipes and wires that enable people, goods, commodities, water, energy and information to move about efficiently".Read

BP stays on track through wise investment and share buy-backs

Bp - BP's fourth-quarter trading statement revealed that final-quarter production overall will be down year-on-year and marginally lower than expected.Read

Andrew Miller column

Economics entered global warming at the end of last year, with the government's Stern Report on climate change - the first major publication by an economist, rather than an environmental scientist.Read

Andrew Miller

When the Bank of England raised interest rates in January, it caught the markets by surprise. This month, it would have been a much bigger shock if rates hadn't gone up.Read

Andrew Miller Column

Over the past two months, markets have recovered well from the fall seen at the end of February. The UK, Europe and the US stock markets have all risen recently.Read

We believe pound won't fall just yet

Since the middle of April, the pound in your pocket has been worth more than $2. Sterling hasn't been this strong against the dollar since 1981.Read

Investors are in for a long ride, so wear a seatbelt

In the middle of April, the FTSE 100 hit a six-year high. Now, you might think there was nothing particularly remarkable about this. After all, the FTSE rose to one six-year high after another during February, and April's new peak wasn't that much loftier than the previous one.Read

Andrew Miller column

Sadly for stockbrokers, equity markets are never predictable. But when equities start to look particularly volatile - as they have recently - investors' minds often turn to thoughts of gold. The metal is traditionally used as a haven in times of uncertainty.Read

Author Profile

Andrew Miller is regional office head of Barclays Wealth and formerly worked for Gerard Investments. He writes regular opinion pieces in The Journal where he analyses the North Eastýs listed companies.

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