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The size of the global infrastructure asset universe will expand from $40 trillion earlier this decade to over $110 trillion by 2030, presenting significant opportunities to invest.

After a half decade of weakness, robust growth in the US and UK is setting the stage for unconventional monetary policies to be unwound.

There is a broad acceptance that Bernanke's monetary policy helped stave off another global depression. But the final verdict on unconventional monetary policy remains years away.

Abenomics brought rapid policy change to Japan and its economy is showing signs of improvement. More change is needed but it could work out nicely.

There is intense speculation as to who will be the next chair of the US Fed.