Reporting strong H2 2016
'Increasingly important asset class'
January minutes reveal hawkish stance
Mixed signals in the market
Criticised pricing policies
How long can strong run continue?
With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.
Three key national elections
A trade war would hurt both the US and China
Overshadowed by Trump and Brexit
Concentrating on stocks everyone hates
Commodity-producing nations will benefit
The White House will have power to appoint governors
Tides change for India and China
After Unilever rejected offer
Pound has 'robust qualities'
Threat of trade wars
Lack of faith in US President
North Asia presents the most attractive opportunities
Would be second fund for boutique firm
2016 saw several blow-ups for large drug companies