Stronger economic data out of the USA boosting confidence, with markets enjoying a strong quarter, despite turmoil in Europe is the overlying theme of this review. Gary Dugan, CIO, Private Banking, Emirates NBD talks us through the Q1 performance for markets around the globe, starting with the West through to the Middle East and across to Asia, as well as the BRIC countries. He also tells Phil Blizzard that there is potential for investors with small funds to spare, and that gold should play a bigger role in one's portfolio.