Which asset classes will flourish this year?

Which asset classes will flourish this year?

Fund buyers, managers and chief investment officers reveal the sectors and strategies they see as best placed to excel in 2015.

Chris White, head of UK equities, Premier Asset Management Consumer focus 2015 is all about selecting the right stocks, and investors will not go too far wrong by staying close to the consumer. The ASDA Income Tracker shows UK household expenditure is in good shape, driven by falling unemployment, falling food prices, and falling fuel prices. These trends will continue into 2015. A pick-up in real wage growth could mean consumers will have around 5% more discretionary income to spend than in 2014. In this context, non-food retailers look well placed. Travel companies look inter...