A cocoa price crisis, Draghi quitting the ECB, and a devaluation in the yuan could all be on the cards for 2015, Saxo Bank chief economist Steen Jakobsen (pictured) has predicted in his annual ‘Outrageous Predictions'.
Jason Vaillancourt, co-head of global asset allocation at Putnam Investments and co-manager of the CF Canlife Total Return fund, on taking advantage of recent market volatility.
Asset allocators are interpreting mixed signals from across the globe, but there are concerning signs of overheating in UK property and infrastructure assets, says Cornelian's Hector Kilpatrick
Star managers, body language, and the oil price panic
The rapidly falling oil price is creating the perfect environment for a 'disinflationary boom' in asset prices, according to the managers of the Ruffer investment company.
The shortlist for the Professional Adviser Awards 2015
Oliver Wallin, multi-manager investment director at Octopus Investments, has called for more providers to offer hedged share classes on their funds.
Hasley Investment Management has relaunched under the name 8AM Global, with a restructured fund range, as former Miton manager Tom McGrath becomes a partner in the business.
It is often not easy for boutique firms to break into the fund market, despite offering interesting alternatives to mainstream products.
Schroders' multi-manager Marcus Brookes has underperformed this year across his Multi-Manager Diversity strategies, but says his investment thesis will be proved correct in time.