banks

Likes Barclays, HSBC and Lloyds

Max King, multi-asset portfolio manager at Investec Asset Management, explores the highs and lows of financial markets and business in 2015.

'Regrets' not having more time to reform bank

Further £10bn needs to be put aside

Period of heavy fines has passed

First quarterly loss since 1998

Fund exposed to EM consumer growth

Warning sector could halve in next few years

Staff blog addresses growing concerns

Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.