Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.
Mark Williams, manager of the Liontrust Asia Income fund, highlights how far India has come over the past year and why, despite its strength, better opportunities may exist elsewhere in Asia in 2015.
Another year of pain for the bond bears in 2015?
October's sell-off contributed to bringing the valuation of the FTSE All-Share down to below historical levels. Tineke Frikkee, manager of Smith & Williamson's UK Equity Income trust, highlights stocks that still look attractive
Russia in 2015: An economic slip back to the 1980s?