Analysis

FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.

Europe's economy is clearly deteriorating, with the stand-off between Germany and the peripheral nations continuing to hamper attempts to reform the region.

Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.

UK equities will struggle to make significant gains as a range of forces will weigh on sentiment in 2015. Investors should shelter in stocks undertaking self-help, argues Aviva Investors' Chris Murphy.

Mega-caps may have struggled this year, but the UK is awash with successful self-help situations, says EEA's David Urch.

Poor road infrastructure and a shortage of haulage vehicles is holding back the US recovery. However, growth in other modes of transport has proved a profitable play for some investors, explains WHEB's Edward Franks.

US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.

It has been a turbulent couple of months for policy makers in Japan.

The Financial Services Consumer Panel (FSCP) is calling on the regulator to implement "radical, structural reform" of how fund charges are disclosed to investors. But not all are in agreement. Industry figures reveal their view.

Nigel Beidas, co-manager of the Marlborough Extra Income fund, takes a closer look at headwinds and tailwinds for UK companies.