The forthcoming political calendar contains several events that have the potential to unnerve markets: the UK is set to invoke Article 50 of the EU treaty; populist movements seek to redraw historic party lines at elections in France and Germany; Italy's...
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
Donald Trump's style may be direct and unpredictable, but the rediscovery of a belief in leadership should help boost animal spirits, consumer confidence and the economy, argues Richard Woolnough, manager of the M&G Optimal Income fund.
End of 30-year run
Equities climbing 'wall of worry'
Led by Karsten Bierre
Critic of the US President-Elect
Quick-fire interview with AXA IM's Porter: How transition to 'inflationary mindset' could impact bond liquidity
AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...
Expect heightened volatility
According to CFA UK's Valuation Index
The end of a 35-year bond bull market, the rise of so-called robojobs, rapid developments in gene editing and the 'sharing economy' will be among the themes that will interest investors next year and beyond, according to Investec Wealth & Investment's...
Five managers give their views
Impact of Brexit and Trump
Ian Pizer reveals his key trades for the new year
First rate rise in a year
JPMAM's Andreas Michalitsianos (pictured), manager of the JPM Sterling Corporate Bond fund, discusses how investment grade corporate bonds can act as a buffer in a rising interest rate environment.
Joins Target Income and Target Return
Managers take cautious approach ahead of expected US rate rise as 'wary' Yellen likely to underwhelm on outlook
Two rate rises predicted next year
'Capitalise on targeted market opportunities'
Managed by Raphael Marechal
Harder to compete with US
2016 is likely to be remembered as a year when Western democracies took a surprising step towards the populist right with voters embracing political messages that included promises to roll back some of the effects of globalisation and towards fiscal stimulus,...
Worried about Trump's impact on credit markets
Luxembourg launch on 16 December