This year has been dominated by a "tug of war" between two different constituencies of investors: those with a positive view on the potential for a sustainable economic recovery, and those who see little fundamental change from the low-growth, low-inflation environment that has characterised much of the post-crisis period.
For the former, the sharp reflationary moment from 2016 is very evident in the real economy, with improving economic growth supported by easier financial conditions and a weaker bias to the US dollar. ...
Nairn returning to Franklin Templeton
Brett hires former Aberdeen colleagues
'Every company must make a positive contribution to society'
Five new entrants to table
Moving to segregated mandates