Equities

Aberdeen Asset Management's CEO Martin Gilbert has dismissed the option of re-opening the group's soft-closed emerging market equity products, despite continuing outflows from the funds.

Germany's 10-year government bond yield slipped below Japan's for the first time on record today.

Consumer staples have returned to the top of UK equity managers' agenda as later-than-expected rate hikes reignite the debate over the outlook for the sector.

US financials' increasing attraction to income investors makes the US equity income landscape reminiscent of that seen in the 1980s, according to Threadneedle head of US equities Diane Sobin.

Investors are showing increasing willingness to pay for R&D pipelines in biotech, explains AXA Framlington's Linden Thomson.

Falling oil prices have been a boon to consumers and managers should be exposed to rising discretionary spending, explains Smith & Williamson's Mark Boucher.

Key drivers for 2015

Alliance Trust's head of equities, Peter Michaelis, said an increased focus on sustainability has driven a number of significant changes to the group's £2.5bn flagship global trust over recent months.

What has been the best or worst investment theme of the past 20 years?

The changing face of investment over 20 years