Negative sentiment towards Europe's economic prospects has caused valuations in many cases to become very attractive, says Barings' Nick Williams.
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
Floating rate loans became popular with investors as expectations of rate rises mounted, but inflows into these products have subsided as rate increases began to seem less imminent.
Oliver Wallin, multi-manager investment director at Octopus Investments, has called for more providers to offer hedged share classes on their funds.
Beware currency wars in 2015
Europe's economy is clearly deteriorating, with the stand-off between Germany and the peripheral nations continuing to hamper attempts to reform the region.
Why we are dipping our toes back into EMs
UK equities will struggle to make significant gains as a range of forces will weigh on sentiment in 2015. Investors should shelter in stocks undertaking self-help, argues Aviva Investors' Chris Murphy.