Miton's Jane: Which markets could surprise in 2017?

Multi-asset perspective

clock • 4 min read

Miton multi-asset manager David Jane explains why he is a "cautious bear of bond markets" going into 2017, while he forecasts a continuation of the rotation out of bond proxy equities.

Looking forward beyond what has felt like a tumultuous year for world events, what could next year have in store? With foreknowledge of the events that would unfold over the course of the past year, it would have taken a brave forecaster to have predicted double digit returns from many major stock markets. Sterling investors have done better still from their overseas assets because of the weakness of the currency. Clearly something beyond the geopolitical is driving markets and that has been the strong turnaround in the economies over the course of the year. Having seen a slowdown on the...

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