Analysis

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Schroder ISF Global Recovery

Miton's David Jane said an underweight to oil, currency hedging and exposure to long-dated debt has helped drive performance on his multi-asset portfolios since the start of the fourth quarter.

More muted performance may be on the cards for US equities, but financials and healthcare can still out-perform, explains Martin Currie's Tom Walker.

Expectations for long-term growth are "unrealistically biased" towards the US, despite the stimulus bazookas unleashed in other regions, argues Brian Jacobsen from Wells Fargo Asset Management.

Policy tightening and stimulus, falling commodity prices and elections - this year is likely to be shaped by conflicting forces, explains Premier's David Hambidge.

Lower oil prices have been hailed as a welcome boost to the global economy, but could they also be a harbinger of declining demand in the global economy? Woodford IM's Stephen Lamacraft explains.