Increased 2017 US growth forecast to 2.3%
Took bearish positions post-election
Canada best single-country index
Expects S&P to fall to a new low
World Economic Forum calls for 'fundamental reform' to capitalism as populism enters top global risks
'Increasing polarisation of societies'
Plans to roll out own global equity solutions in 2017
'We are in a new era of nuanced investing'
First EM fund in suite
Launched range of funds in UK last year
FOMC December minutes
Particuarly bullish on financials
The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.
Outlook for next year
A further sign of investor bullishness in oil
First job is appointing an SEC head
Looking favourably at Japan
Impact of Brexit and Trump
Four factors which investors should consider
Oil has historically been an inflation hedge
First rate rise in a year
Managers take cautious approach ahead of expected US rate rise as 'wary' Yellen likely to underwhelm on outlook
Two rate rises predicted next year
Japan sees biggest one-month jump in sentiment
First deal since 2001
The euro fell to levels last seen in March 2015 last night as Italian Prime Minister Matteo Renzi said he would resign after suffering a worse defeat than expected in the country's referendum on constitutional reform.