Analysis

JOHCM's Thorsten Becker highlights the small-cap trailblazers giving him good cheer this Christmas.

Access to the internet and paid-for television is moving from a convenience to an essential in markets across the globe. Artisan Partners' Mark Yockey highlights the best stocks for capturing the trend.

Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.

Much of the oil in the ground may never be burned, if the world's temperature continues to rise. What effect will this have on traditional oil and gas players, and where else can investors look?

Managers have been grappling with the strong pound this year, as UK companies with overseas earnings have been hindered by currency strength. But that headwind will turn in to a tailwind in 2015, OMGI's Stephen Message predicts.

Many of the headwinds faced by Europe over the past year are now starting to fade, says Invesco Perpetual's Stephanie Butcher.

A number of emerging market countries have already started implementing significant reforms which could spur economic growth, according to Templeton's Mark Mobius.

Which asset class or event surprised you most?

With developed economies flirting with deflation, central banks will likely regard the oil price slump as troublesome. M&G's Jim Leaviss explains how short-term deflation could turn to long-term growth boost.

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