Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.
... that clients may call you about this week
Japan came out of a recession last year after two consecutive quarters of negative growth.
The Confederation of British Industry (CBI) has upgraded its UK growth forecast in the face of low inflation and falling unemployment figures.
The eurozone economy beat growth expectations in the last quarter of 2014, buoyed by a resurgent Germany.
The Bank of England may have to resort to the interest rate cut that Governor Mark Carney alluded to in his Inflation Report speech this morning, according to some market watchers.
Germany has said it is willing to compromise with Greece on the terms of repaying its bailout debt.
Managers are taking a fairly positive stance on Asia ex-Japan in 2015, but Simon Dorricott offers a word of warning...
The Bank of England has said it is prepared to cut rates further and expand its quantitative easing (QE) programme should the current downward slide in inflation worsen.
Greece's new left-wing government is pushing for a revision of its EU bailout terms, drawing up a new ten point plan to replace the existing deal.