Analysis

More muted performance may be on the cards for US equities, but financials and healthcare can still out-perform, explains Martin Currie's Tom Walker.

Expectations for long-term growth are "unrealistically biased" towards the US, despite the stimulus bazookas unleashed in other regions, argues Brian Jacobsen from Wells Fargo Asset Management.

Policy tightening and stimulus, falling commodity prices and elections - this year is likely to be shaped by conflicting forces, explains Premier's David Hambidge.

Lower oil prices have been hailed as a welcome boost to the global economy, but could they also be a harbinger of declining demand in the global economy? Woodford IM's Stephen Lamacraft explains.

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.