Strategies

The adage about not keeping your eggs in one basket is key this year.

The U.S. is the most expensive major market in the world.

Despite weak wage growth, the Fed is still on track to raise rates this summer.

The Fed's unwinding of stimulus may unsettle the markets.

Another plus: The Fed is in no hurry to raise interest rates.

These three wild cards will shape market contours in 2015.