Global

'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