Marcus Brookes, head of multi-manager at Schroders, has become more bullish on US stocks, as he expects falling oil prices to boost the jobs market still further.
The euro tumbled more than 25% against the Swiss franc on Thursday, triggering volatility in stocks, bonds and other currencies, after the Swiss central bank abandoned the currency "ceiling" introduced in 2011.
The eurozone slid into deflationary territory in December for the first time in five years, according to preliminary figures released today.
The euro has continued to fall in overnight trading as a stronger dollar and expectations of full-blown quantitative easing weigh on the single currency
Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.
Many of the headwinds faced by Europe over the past year are now starting to fade, says Invesco Perpetual's Stephanie Butcher.
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.
Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.
Michael Hasenstab, manager of the $39bn Templeton Global Bond fund, provides his macroeconomic outlook for 2015.
The dearth of value opportunities in Western equity markets alongside a host of other issues leaves emerging market equities as the last man standing. Should income seekers change their focus?