Japan

Michael Hasenstab, manager of the $39bn Templeton Global Bond fund, provides his macroeconomic outlook for 2015.

Polar Capital has reported a 'challenging' first half of its financial year after Japanese market movements weighed on the business.

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.

The rapidly falling oil price is creating the perfect environment for a 'disinflationary boom' in asset prices, according to the managers of the Ruffer investment company.

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.

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

Oliver Wallin, multi-manager investment director at Octopus Investments, has called for more providers to offer hedged share classes on their funds.

Japan's economy shrank more than initially estimated in the third quarter of 2014, according to revised gross domestic product (GDP) figures.

Beware currency wars in 2015