China

My top trades for 2015

A number of emerging market countries have already started implementing significant reforms which could spur economic growth, according to Templeton's Mark Mobius.

Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond....

Changing economic conditions mean fundamentals won't always be the core driver of markets, which is why corporate bond managers must be more active and nimble to generate returns in 2015, says Simon Blundell, manager of the BlackRock Corporate Bond fund....

From fee reductions and discount management, to more board scrutiny. Jeremy Beckwith, director of manager research at Morningstar, analyses the changing story behind investment trusts in 2014.

Nordea's Jorry Noddekaer is seeing an increasing number of investment opportunities in private Chinese companies, as the country's new leadership sparks a change in outlook.

Emerging markets are on the cusp of a fourth wave of reform, and this will matter more than any monetary or fiscal policy changes ever would, explains RBC's Richard Farrell.

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.

After strong moves in high yield over the last six years, investors would be right to re-evaluate holdings. But are there any compelling alternatives? Russell Investments' James Mitchell explores.

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