Global Investment Outlook 2014
NEW YORK The Federal Reserve still has its punchbowl out there as it tries to keep the economic growth party going, but investors in U.S. stocks might see less of a kick from it next year than they've seen in the past.
NEW YORK Following are highlights from Day 4 of the Reuters Global Investment Outlook Summit, where investors spoke on topics such as the direction of Federal Reserve policy and their best investing plays for 2015.
LONDON Investment chiefs at the world's biggest asset managers this week unanimously forecast a stronger dollar in 2015, but they were far more cautious than many big banks on how far it would rise against the euro.
LONDON Sanctions-hit Russian assets, weighed further by this year's collapse in energy prices and subsequent rouble slide, remain dangerous territory for many global investors but they are not seen as untouchable and some are scouting opportunities.
NEW YORK Margaret Patel, senior portfolio manager at Wells Capital Management, said on Thursday that the U.S. stock market should surprise to the upside next year and that the Federal Reserve will not raise rates until potentially 2016. | Video
NEW YORK Big money to the Fed: You're going nowhere next year.
NEW YORK Toll roads are becoming a more attractive investment as lower energy prices provide a greater incentive for drivers to use their cars and boost the use of toll roads, Gregory Serbe, portfolio manager at municipal bond specialist firm Lebenthal Asset Management, said on Thursday. | Video
NEW YORK Six years of interest rate suppression by the U.S. Federal Reserve has driven up prices for high-yielding assets and forced investors searching for income to overpay for everything from junk bonds to stocks that pay big dividends, top money managers told the Reuters Global Investment Outlook Summit this week.
LONDON A gradual pick-up in euro zone economic growth and inflation next year makes it likely the European Central Bank will not resort to a much-anticipated sovereign bond buying program, UBS Wealth Management says.
LONDON Investors in British assets may be headed for a year of uncertainty as the developed world's second fastest growing economy faces something more usually associated with emerging markets: political risk.
NEW YORK Greg Peters, who helps manage more than $534 billion in assets as senior portfolio manager at Prudential Fixed Income, a unit of Prudential Investment, said on Wednesday the Federal Reserve will raise benchmark interest rates later in 2015 and more gradually than many believe. | Video