Feature

Last September, we estimated the chances of a US recession occurring in 2016 as one in three. This prediction was less bold than it sounds since recessions have occurred, on average, about once every five years in US history.

The structural forces of ageing populations, increasing debt levels, the abundance of capital and competition, and a move to protectionism by many countries creates a backdrop of low growth.

History shows oil prices bottom when the market starts to rebalance and when oil inventories stop growing; but when will this happen?

The outlook for the UK economy and equity markets is difficult to fathom. There are plenty of rays of sunshine, but also some ominous-looking clouds, writes Rathbones' Julian Chillingworth.

Secular tailwinds helping sectors such as air travel

'Herd-like' focus on the short-term

Global credit markets under strain

Value for money, not price, should be investors' greater focus

For income investors, a theme in 2015 was the number of dividend cuts among large- and mid-cap companies, writes Royal London Asset Management's Martin Cholwill.

Growth in derivative-based defined return investments