US

Marcus Brookes, head of multi-manager at Schroders, has become more bullish on US stocks, as he expects falling oil prices to boost the jobs market still further.

JOHCM's Thorsten Becker highlights the small-cap trailblazers giving him good cheer this Christmas.

Access to the internet and paid-for television is moving from a convenience to an essential in markets across the globe. Artisan Partners' Mark Yockey highlights the best stocks for capturing the trend.

Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.

Asset managers in the US may face bank-style stress tests and a ban on the use of derivatives in retail funds in the latest initiative proposed by the Securities and Exchange Commission (SEC).

Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.

A strong dollar tends to foreshadow bad tidings in the global economy. From high yield, to emerging markets and even US interest rates, no corner may be spared the effects.

Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.

Poor road infrastructure and a shortage of haulage vehicles is holding back the US recovery. However, growth in other modes of transport has proved a profitable play for some investors, explains WHEB's Edward Franks.

US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.