Analysis

Central banks are still working to reflate asset prices while investors chase yield. This means ABS are prime candidates for top performance this year, says Jim Caron, portfolio manager at Morgan Stanley Investment Management.

Fiercely competitive but plagued by shaky logistics, China's e-commerce market differs wildly from the West. Diam Asset Management's Motoshi Nagai gives an inside look at the burgeoning sector.

Japan's economic performance has been mixed - and vested interests are keeping wages down and the labour market tight, explains Hector Kilpatrick, CIO of Cornelian Asset Managers.

Deflation puts governments on the naughty step

Strategic Equity Capital trust

Dividends from UK firms last year grew at the slowest rate since 2010 as the strong pound continued to weight on payouts.

Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.

Matthew Tillett from Allianz explains why he has been buying oil majors on weakness and taking advantage of illiquidity.

2014 was a great era for merger and acquisitions, but managers expecting another bonanza year should think again - M&A activity will likely be more subdued next year, says AXA Framlington's Jamie Forbes-Wilson.

Frontier market indicies had a reshuffle this year as UAE and Qatar ascended to emerging market. VAM Funds' Chad Cleaver explains why Vietnam and Sri Lanka are now the leading lights of the sector.