Managers To Watch: JPMAM's Malcolm Smith on how solutions, not star managers, will drive the industry
Head of European equity group
Equities climbing 'wall of worry'
The events of 2016 have already altered the shape of traditional distribution curves of potential political outcomes, widening the tail of unexpected outcomes and making politics increasingly relevant to financial markets, according to Allianz Global...
Emiel van den Heiligenberg, head of asset allocation at Legal & General Investment Management (LGIM), distils his outlook for 2017 into seven key questions facing investors this year.
Particuarly bullish on financials
4,000 jobs could move
Threat of firms moving to European cities
Outlook for the year ahead
Five managers give their views
Japan sees biggest one-month jump in sentiment
Mark Pignatelli, partner at Comeragh Capital LLP, talks to Lawrence Gosling about the possible implications for European companies of the Brexit vote and political upheaval.
'Investor reaction seems measured rather than panicky'
Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.
It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.
Cutting bond purchases to €60bn a month
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,...
Positioning for rotation into value
What a funny old year it has been - and there are still a few weeks to go!
Fund managers have warned of short-term volatility following Italy's vote against constitutional reform in this weekend's referendum, which they say could "exert a baleful influence" on the country's struggling banking sector.
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.
Managed by Insight Investment
Becoming more bullish on sterling
For over two decades, the pace of Italy's economic growth has lagged that of its major continental peers, writes LGIM's Justin Onuekwusi.
Michael Clark, manager of the £1.1bn Fidelity MoneyBuilder Dividend fund, is forecasting UK dividends will increase by 10% in 2017.