asset allocation

Policy tightening and stimulus, falling commodity prices and elections - this year is likely to be shaped by conflicting forces, explains Premier's David Hambidge.

Five fund houses predict the future for 2015

Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.

Bill O'Neill, head of investment office UK at UBS Wealth Management, shares his views on where the risks lie in markets in the coming year.

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

‘Better economic performance is the biggest threat to investors’

With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.

Asset allocation

The divergence in performance of US equities and high yielding bonds is set to continue, as several headwinds loom large in the face of high yield, explains Natixis manager Franck Nicolas.

'The key question now is how to counterbalance equity exposure'