As we commence a new year of investing, it's worth taking time to reflect on 2014, analyse the macro elements at play in the economy and identify the...

As we commence a new year of investing, it's worth taking time to reflect on 2014, analyse the macro elements at play in the economy and identify the opportunities and the pitfalls ahead in 2015. If 2014 taught us one thing, the old adage remains priceless for traders and investors alike - Cut your losses and run your profits. There were few that predicted at the start of 2014 that the once troubled Qantas (QAN) would be the big winner (up 119%) and the mighty BHP Billiton (BHP) a big loser (-23%). Despite the minefields that we believe currently exist in the investing landscape in what should prove to be a turbulent year for the markets, there will be some exceptional opportunities. Through our analysis of the big picture at play, both globally and in the local Australian scene, we have identified below where the pots of gold may exist. Click the link to access Market Matters 2015 outlook report: (VIEW LINK)