Analysis

Pensions freedom: Opportunities come with pitfalls

Valuations of interest rate sensitive cyclicals have started falling, so are rate rises already discounted in share prices? L&GI's Richard Penny explores.

Jupiter Merlin Conservative

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.

With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.

Falling oil prices have given Turkey's economy a boost, even as the Islamic State conflict edges closer to its borders. Julian Mayo from Charlemagne Capital takes a look at Turkey's fortunes.

Does size matter?

GLG UK Income

Japan

The six-year bull market in the US is still viewed with "deep suspicion", despite the wave of supportive factors, says AXA's Dan Harlow.