The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.
US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.
Keith Wade gives his view on the outlook for the US economy ahead of the release of the retail sales and consumer confidence data.
Gareth Isaac, Fixed Income Fund Manager at Schroders, gives his views on global fixed income markets in 2015.
Amid growing concerns about possible threats to US growth, Chief Economist Keith Wade explains why he believes the country's economic recovery will not be derailed.