European earnings look poised for recovery and economically-sensitive stocks should be the chief beneficiaries.
In this month's Viewpoint:
- Forecast update: Global tilt toward advanced economies
- European forecast update: Upgrades all round
- EM forecast update: Oil on troubled waters or fuel for the fire?
- Views at a glance
China, which faces a number of structural headwinds, remains crucial to the outlook for emerging markets overall, according to Keith Wade.
Keith Wade explains why a number of factors should lead the Japanese economy to perform well in 2015.
Television is changing and internet giants like Google and Facebook are poised to prosper as a result. James Gautrey examines the opportunity this presents.
From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.
Speaking at Schroders' Secular Market Forum in the winter of 2014, the Financial Times' Martin Wolf discussed what we've learned - and have still to learn - from the financial crisis.
What effect will the third revolution have on the world economy?