Hi In the last week or so I've picked up the general feeling that we may be about to exit this second leg of the double-dip recession. Most recently it was Mervyn King in his Channel 4 interview, where he said there were "a few signs of a slow recovery". So I thought I would expand on how investors can position themselves for recovery, and more importantly, whether they should even try. Should you adjust your portfolio when the UK recession ends? Adjusting an investment portfolio to fit the changing economic climate is one of the most obvious things an investor can do. There are essentially two schools of thought on this question of how to pick stocks and how to manage a portfolio to benefit from economic conditions... Read this article now >> Q & A: Finding value in uncertain markets (links to MindfulMoney.co.uk) I was recently asked to be part of a short question and answer session between MindfulMoney.co.uk, Andrew Lyddon from Schroders and me. The session covered uncertainty with IPOs and uncertainty in investing since the financial crisis. Read this article now >> Investment videos A new section has been added to the site to include videos which fit within the UK Value Investor approach to investing. Hopefully this section will grow over time and I'll keep you updated as new videos appear. See these videos now >> I'm always happy to reply to questions or comments. You can reply to this email or get in touch online, or of course you can add a comment at the bottom of the article. Yours sincerely  John Kingham
Editor
P.S. This email and the related research are not investment advice. Please seek professional financial advice if you think you need it.
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