With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.
The growing chance of a party outside the established top three getting a key role in a coalition government is starting to spook managers, as UKIP in particular gains ground ahead of the general election.
The UK would have "zero" influence if it voted to leave the EU, the outgoing president of the European Commission has said.
'Weak high yield credits are getting weaker'
The sell-off in UK smaller companies has created a far more attractive hunting ground for income seekers than that offered by larger companies, according to Charles Montanaro.
WisdomTree, one of the largest passives providers in the US, is to launch its first ETFs in the UK by the end of the year as part of its push into Europe.
UK defensives have been en vogue, but are cyclical stocks - bashed by sterling strength and de-ratings - even worth a look? SVM's Neil Veitch reports.