Author: Geoff Candy

The euro sank to a nine-year low and European stock markets fell sharply on Monday largely on the back of growing concerns about the impact of a victory for the far left Syriza party in Greece’s snap election later this month.

Two graphs to keep in mind when thinking about how to position oneself for the year ahead.

This weeks head-to-head battle, the last of 2014, takes a look at an area of the market that commentators seem increasingly interested in as an investment theme for 2015 – Europe.

Going through the various 2015 investment outlooks that have crossed Portfolio Advisers desk over the course of the last month, a number of clear themes have become visible.

Aviva is the latest company to wade into the debate between Neil Woodford and his successor at Invesco Perpetual, Mark Barnett.

In the groups latest Fundamentals presentation, Drayson pointed out that while wage growth has been elusive in 2014, next year should prove a turning point as the US reaches full employment.

Investors in developed market sovereign bonds have had a very disconcerting year. But, just how different will 2015 be?