Analysis

Investors are showing increasing willingness to pay for R&D pipelines in biotech, explains AXA Framlington's Linden Thomson.

The UK equity market remains range-bound. In 2014, the FTSE 100 started the year at 6,749 and ended the year at 6,566.

Falling oil prices have been a boon to consumers and managers should be exposed to rising discretionary spending, explains Smith & Williamson's Mark Boucher.

Key drivers for 2015

Gilts have continued to surprise the market with stellar returns, but should investors expect a sell-off this year?

What has been the best or worst investment theme of the past 20 years?

Why income bulls still have years to run

Twenty years of change and innovation

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.