Summary: US stocks have outperformed over the past four years and it is probably time to diversify slightly. Europe and Asia are more modestly valued. Technology stocks will continue to do well next year, while most risks are geopolitical rather than macroeconomic. In terms of Eureka coverage, I will continue to cover technology disruptors and will look at opportunities in more varied parts of the globe.
Key take out: 2015 should be another positive year for equities. Hopefully, clever stock pickers will be rewarded.
Key beneficiaries: General Investors. Category: International investing.