The New Year started, as always, with a flurry of forecasts for the next 12 months. But with equity markets having one of their worst starts, a number of commentators have not had to wait as long as usual for some of their forecasts to look a touch optimistic.
Max King, multi-asset portfolio manager at Investec Asset Management, explores the highs and lows of financial markets and business in 2015.
Investment Week's news round-up
Will rebrand to PGIM in January
Alastair Mundy, portfolio manager of the Investec UK Special Situations fund, warns against complacency in expecting flagging companies to bounce back immediately.
Shifts in currency and equity positions
Breakeven inflation rates are in many cases trading at levels not seen since before the financial crisis.
Brockman becomes head of intermediary distribution
We often create a story around our successful decisions to convince ourselves of our analytical abilities (self-affirmation bias).
Alternatives, gearing and the ability to play the premium/discount are three reasons to consider trusts according to Andrew Summers, head of collectives and fund research at Investec Wealth & Investment
Blake Hutchins, manager of the Investec UK Equity Income fund, has revealed a number of financial services companies are among his favoured holdings to provide sustainable, growing dividends.
I have never quite lost the snooker bug, so this year, happy to assist my son in avoiding GCSE revision, I took up my usual armchair seat for the World Championships.
Investec warns on shareholder value
Depreciating rand weighs on firm
Dale to join in November
Pay per employee has risen by 22% at AM firms since 2006
Pockets of value emerging
City Financial is to acquire the multi-asset range of Investec Wealth & Investment, bringing a further £204m in assets to the company.
Why should we choose between value and growth?
Fund managers have been clamouring to add banks, including RBS and Lloyds, to their portfolios ahead of a rate rise from the Bank of England.
Mixed reactions to 'radical' plans
What can contrarians learn from the Impressionists?
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.