From Japan's labour troubles to the expansion ambitions of China's online giants, Baillie Gifford's Asia managers Matt Brett and Roddy Snell explain the key themes facing Asian investors this year - and the stocks to watch out for.

The UK is home to a world-leading computer games industry, and with the help of venture capital investors, local developers have recently brought virtual reality games to the public for the first time. Annabelle Williams speaks to Mercia Fund Management's...

Old Mutual Global Investors income manager Stephen Message is running one of the largest overweights to financials in his sector, in the expectation UK banks are set to return cash to shareholders.

How asset classes have come of age since 1995

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

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.