After Donald Trump's win, the cynic might begin to wonder what it will take to shock equity investors into a full-blown sell-off.
For me, the markets' rather laid back reaction was truly revelatory - readers will know that I have been anxiously predicting a 15% sell-off, which spectacularly failed to deliver. What we ended up with...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle