Eurozone

Cazenove Capital's CIO Richard Jeffrey looks across the major developed economies to give his outlook for growth in 2015.

It has been a tough few years for European managers, as the Continent has failed to recover from the blows dealt by the crash in 2008. This year, the pressures have escalated, with recession threatening in several eurozone states.

Should investors fear a rising dollar?

Wealth managers are adding to Europe following the market correction of the last few weeks, despite concerns remaining about the threat of deflation in the region.

Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.

Fund managers are urging caution following a dramatic week for investors, saying the traditional strategy of buying on market falls may no longer make sense.

Low inflation: Positive or problematic?

Markets in the US fell overnight, after the International Monetary Fund (IMF) cut its forecast for global growth for the next two years.

Can coordinated politics help economies?

Complacency has taken hold of credit markets, with investors giving short shrift to credit risk, argues Kleinwort Benson bond head Fadi Zaher.