Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.
Delegates at Investment Week's Channel Islands Summit last month heard from a number of fund managers discussing their current portfolio positioning.
'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?
Firm responds to growing smart beta demand
Managers reveal their best contrarian trades
Managers' best ideas from across the globe
The Financial Conduct Authority's(FCA) income from fines it imposes on financial services companies is set to dip on last year's total, despite record penalties for Barclays and Deutsche Bank in recent months.
The first criminal trial over LIBOR rigging begins in London today as Tom Hayes, former trader at UBS and Citigroup, appears in court charged with eight counts of conspiring to manipulate the lending rate.
Markets have responded positively to news of a Conservative election win, but uncertainty over Britain's membership of the EU and Scotland's future are storm clouds on the horizon, according to economists and fund managers.
Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike