Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.
Mark Williams, manager of the Liontrust Asia Income fund, highlights how far India has come over the past year and why, despite its strength, better opportunities may exist elsewhere in Asia in 2015.
Acknowledging that the forecasting consensus has missed many of the big stories of recent years, analysts at HSBC have attempted to outline the biggest potential risks for investors in 2015.
Poor road infrastructure and a shortage of haulage vehicles is holding back the US recovery. However, growth in other modes of transport has proved a profitable play for some investors, explains WHEB's Edward Franks.
Another year of pain for the bond bears in 2015?
Russia in 2015: An economic slip back to the 1980s?
In a year in which active management has struggled severely, Asia-focused funds have emerged as the only major equity grouping in which the average manager has beaten the benchmark.
Neptune is to close its £1.8m China Special Situations and £400,000 Russia Special Situations funds less than three years after the funds were launched.
'Investors must still beware Asia’s corporate pitfalls'