Simon Gergel, manager of the Merchants investment trust, forecasts a much tighter oil market this year and beyond, with a return to higher prices at some point.
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
The FTSE ET 100 returned 5% versus the MSCI All Countries World index, which advanced 3.3%, in 2015 rounding off what was a successful year for environment markets.
If the recent sell-off can be attributed to any single factor, it has been events in China - and particularly its currency.
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.
UK indices have been caught in the eye of the storm and are down more than 8% since the start of the year at the time of writing.
The resources sector presents a real conundrum for investors, especially those orientated towards income, says Miton's Eric Moore.
Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...
The US Federal Reserve's decision to raise interest rates at the end of 2015 marks a new phase for markets in the post-2008 recovery,writes Mark Harris, head of multi asset at City Financial.