An improving performance trend for European assets versus US assets is a key theme investors should be focusing on currently, says Toby Vaughan, head of fund management - global multi-asset solutions at Santander Asset Management UK
The US economy is better than generally perceived. US real GDP is expected to grow more than 3% in 2015. This would represent the fastest pace since 2005, and is expected to exceed growth in other developed markets.
Troy Asset Management's Hugo Ure has been promoted to co-manager of the Income & Growth investment trust run by Francis Brooke.
'I have to prove I am credible in UK All Companies'
Fund managers have backed Italian banks to continue driving European equities higher this year, aided by a more supportive macro backdrop and beneficial domestic reforms.
Investors fear the US equity market may be the next victim of a soaring US dollar, as the strengthening currency begins to trigger fresh turmoil in emerging markets.
Beini Zhou, portfolio manager of the Matthews Asia Small Companies fund, takes a look at encouraging developments in China's grassroots-level entrepreneurship
Why do fund buyers limit exposure?
Anti-corruption drive implications
Terry Smith, manager of the Fundsmith Emerging Equities trust, has said he expects global growth to accelerate following the fall in the price of crude oil.