From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies for 2017.
Michael Leithead, senior portfolio manager, New Capital Wealthy Nations Bond, EFG AM Wary of event risk Next year is set to be another challenging year for fixed income investors to navigate. While...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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