fund manager views

Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.

Matthew Tillett from Allianz explains why he has been buying oil majors on weakness and taking advantage of illiquidity.

2014 was a great era for merger and acquisitions, but managers expecting another bonanza year should think again - M&A activity will likely be more subdued next year, says AXA Framlington's Jamie Forbes-Wilson.

Frontier market indicies had a reshuffle this year as UAE and Qatar ascended to emerging market. VAM Funds' Chad Cleaver explains why Vietnam and Sri Lanka are now the leading lights of the sector.

JOHCM's Thorsten Becker highlights the small-cap trailblazers giving him good cheer this Christmas.

Access to the internet and paid-for television is moving from a convenience to an essential in markets across the globe. Artisan Partners' Mark Yockey highlights the best stocks for capturing the trend.

Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.

Much of the oil in the ground may never be burned, if the world's temperature continues to rise. What effect will this have on traditional oil and gas players, and where else can investors look?

Managers have been grappling with the strong pound this year, as UK companies with overseas earnings have been hindered by currency strength. But that headwind will turn in to a tailwind in 2015, OMGI's Stephen Message predicts.

Many of the headwinds faced by Europe over the past year are now starting to fade, says Invesco Perpetual's Stephanie Butcher.