<strong>FRANCES HUDSON </strong>STANDARD LIFE INVESTMENTS<br />The next data that could prompt a reassessment of the situation will be second quarter earnings and, particularly, company guidance and outlook statements. Investors are looking to at least see improved visibility. We could also see more stock discrimination on quality grounds. <br /><br /><strong>MIKE LENHOFF </strong>BREWIN DOLPHIN<br />Three things – firstly, we are beginning to see upward revisions to GDP figures. We are seeing this in Asia and the US and a little bit in the UK and that has to continue. That has to come through to the expectations for company earnings. And, simply more positive economic survey newsflow.<br /><br /><strong>RICHARD PLACKETT </strong>BLACKROCK<br />A combination of economic stabilisation, low valuations and a lack of good alternative homes for money will soon drive markets higher again. And, whilst the market has rallied strongly since March it is worth bearing in mind that the FTSE 100 is still down year-to-date.