Analysis

An improving performance trend for European assets versus US assets is a key theme investors should be focusing on currently, says Toby Vaughan, head of fund management - global multi-asset solutions at Santander Asset Management UK

Oil prices are expected to remain under pressure in the near term as global supply continues to outstrip demand, according to Martin Arnold, director and global FX & commodity strategist at ETF Securities.

The US economy is better than generally perceived. US real GDP is expected to grow more than 3% in 2015. This would represent the fastest pace since 2005, and is expected to exceed growth in other developed markets.

The outlook for dividend growth in the UK remains positive, underpinned by relatively low payout ratios, strong corporate balance sheets, and a steady economic recovery, which should support UK equities over the coming months.

The fact that the FTSE 100 finally eclipsed its previous closing high from December 1999 made for interesting headlines recently, but this does not tell the whole story, according to Franklin Templeton's Ben Russon.

Property managers have begun putting their funds' high cash positions into the market following a surge of inflows into the sector.

The biotechnology sector has boomed since the recession, providing substantial returns for investors in specialist funds exposed to this area.

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Yes (Wealth) Minister

Navigating 'known unknowns'