Tag Archives: 2015

What to look out for and expect in 2015

2014 was a year of two halves, at the risk of sounding clichéd. It started well, with equities fuelled by low global interest rates and market volatility. It then turned sour mid-year. Talk of US policy tightening and concerns about global growth’s underpinnings – exaggerated in my view – allied to mounting geopolitical tensions in Russia and the Middle East led to far more volatile markets (The global growth story – cause for concern, not panic). Equities and oil prices collapsed although the former has staged a late-year rally. Read more