John Ricciardi, CEO of Kestrel Investment Partners, takes a closer look at the fallout from recent global political events and the implications for investors in 2017.
Also offering currency hedged versions
Philip Hammond's first Autumn Statement
Autumn Statement 2016: OBR downgrades UK growth forecasts on Brexit uncertainty; Chancellor unveils £23bn National Productivity fund
GDP growth to fall to 1.4% in 2017
Craig Mackenzie, senior investment strategist at Aberdeen Asset Management, on why 2017 offers a slightly hotter dish than 2016, albeit with an extra twist of political uncertainty.
Economists expected third consecutive monthly rise
For the first time in many years, central banks' mettle is about to be tested. This will happen most obviously in the US and UK but also in the eurozone.
Growth and inflation forecasts revised up
More easing expected
Not for the faint of heart
Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.
Martin Flood, manager of the Lazard US Equity Concentrated fund, on why he believes US consumers can continue to drive economic growth as middle class fortunes improve.
Brendan de Jongh, SA head of research at PortfolioMetrix, explains the benefits of holding an asset class when the risks have increased and yields have declined.
John Ricciardi, CEO of Kestrel Investment Partners, explains how shifts in investor perceptions of UK inflation could affect markets over the coming months.
Inflationary pressures are building in the UK
The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.
As one of the best performing emerging markets year-to-date, why do so many investors still avoid India?
Duration, duration, duration: Why some investors will be disappointed with their strategic bond funds
A multi-faceted universe of funds
Asia markets rise
To boost growth and employment
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
Even though I admit to being something of an investment trust enthusiast, I rarely bother to peruse the manager statements for the funds I own.