January minutes reveal hawkish stance
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
The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.
Still lower than other developed markets
Subject to strict EU regulation
Rapid improvement on 2016