China

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

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.

A volatile year ahead for investors

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.