Analysis

The stakes are high as the 2015 UK general election draws near. Labour's interventionist approach and the prospect of a referendum on EU membership are both causing concern, but which 7 May outcome would be best for investors?

The managers you cannot afford to ignore

Corinna Arnold, managing director at RWC, says despite Shinzo Abe's numerous attempts to kick-start Japan's ailing economy in 2014, progress is likely to be patchy at best

‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund

As the US continues on its upward growth curve, it is natural to question how much value is left in US equities, says John Arege, managing director, US equity, at Goldman Sachs Asset Management

Stacey Ash, investment manager at iFunds Asset Management, analyses the sectors which have seen a turnaround in fortunes in recent months

Nearly all countries are spending less on their defences but Victoria Leggett, portfolio manager, European equities at Union Bancaire Privée, argues recent threats mean not increasing Europe's defence spend is no longer an option for the region

Deflationary fears drove a strong performance from the ‘gilt proxies' in 2014, but there are hopes the ECB's QE programme will help the equity markets this year.

As the low interest rate environment continues to vex investors, David Urch, manager of the TB EEA UK Equity Market fund, looks at the areas of growth investors should focus on in 2015

Slow growth in emerging economies and weaker currencies are opening up investment opportunities for emerging market debt, according to Mary-Therese Barton, senior investment manager, emerging market debt at Pictet Asset Management