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Search Investment Week
After latest government share sale
First TV interview of 2017
Brazil and Russia top performers for 2016
Predicted economic shock
Launched range of funds in UK last year
Helped by Trump's economic plans
FOMC December minutes
Particuarly bullish on financials
Challenging year ahead
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.