Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.

Investors have punished stocks with even small exposure to Russia, while disregarding political risk closer to home, argues NewSmith's Jean Maigrot. He explains which sectors investors ought to be long and short.

With the price of Brent crude at a four-year low, all eyes are on how OPEC will react at its crucial meeting tomorrow. In the meantime, Premier's Chris White highlights the stocks to benefit from lower prices.

The AIM market has been battered this year, dragged down by falls of more than 50% in some of the index heavyweights. Hargreave Hale's Oliver Bedford highlights two lesser-watched stocks lighting up the market.

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.

On-shoring manufacturing jobs and the shale gas boom have fueled an industrial renaissance in the US. Nordea's Jeff Vancavage examines the prospects for a long-term boom.

Man's psychological bias against lower yielding companies is creating an anomaly which savvy investors can exploit, explains L&GI's Martin Reeves.

The synthetic versus passive debate still leaves some investors confused. Vanguard's Neil Cowell explains how managers can move beyond the question.

Ratings agencies went hell for leather downgrading financial hybrid bonds recently. And with upcoming regulatory changes, next year could prove tricky for bank bond investors. Rathbones' Bryn Jones explains why.

Plunging energy prices have led to concerns over the future profitability of resource firms. But some high yield names can still thrive, argues Hermes' Ron Daigle.