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.
Schroders' Alex Howe has joined F&C as sales director on its UK wholesale team.
The UK equity market remains range-bound. In 2014, the FTSE 100 started the year at 6,749 and ended the year at 6,566.
Falling oil prices have been a boon to consumers and managers should be exposed to rising discretionary spending, explains Smith & Williamson's Mark Boucher.
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.
Gilts have continued to surprise the market with stellar returns, but should investors expect a sell-off this year?
What has been the best or worst investment theme of the past 20 years?
The changing face of investment over 20 years