Since the start of the year, the market has become exceptionally troubled by the price of oil. Although a falling oil price has historically been seen as a good thing, the severity of the decline has left many wondering about the possible repercussions.
Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
A so called 'dash for trash' could see investors that are focus on 'quality income' in US markets underperform in the coming months, according to Stephen Thornber, fund manager at Columbia Threadneedle.
Markets no longer listening to central banks 'crying wolf'
Dependent on inflation expectations
Steering clear of energy sector
With banks having to abide by new capital requirements, future bailouts will still see the UK taxpayer pay out for corporate mistakes according to Kames Capital's Gregory Turnbull-Schwartz.
What will affect investor sentiment in 2016?
Legg Mason affiliate
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.
The US Federal Reserve's decision to raise interest rates at the end of 2015 marks a new phase for markets in the post-2008 recovery,writes Mark Harris, head of multi asset at City Financial.
So far in 2016, we have seen increased volatility and falling equity markets, but are investors ignoring the progress in the US as a result?
Six fund managers discuss their groups' approach to sustainable investing, and how climate change is rising to the top of the investment agenda following last year's COP21 conference in Paris.
Manager considers buying beleaguered stocks
Former GARS managers detail performance in 2015
FOMC takes more dovish tone
Editorial team discuss outlook
Was it hopes disappointed, or simply more of the same? Or both? 2015 continued to be characterised by what is widely perceived as 'dull world growth', writes Cazenove Capital CIO Richard Jeffrey.
With the help of the dividend component in the total return equation, US markets posted their eighth consecutive positive return in 2015, making this bull market which started with the quantitative easing of 2009 go uninterrupted, despite the intra-year...
Although the S&P 500 index suffered its worst annual performance since 2008 last year, large technology positions and a focus on the growth drivers of tomorrow helped boost returns for the Natixis Loomis Sayles US Equity Leaders fund in 2015.
Four rate rises planned
Shift into US equities
Following the long awaited interest rate rise in the US last month, the Federal Reserve might be under less pressure to raise rates over the coming months.