Emiel van den Heiligenberg, head of asset allocation at Legal & General Investment Management (LGIM), distils his outlook for 2017 into seven key questions facing investors this year.
Particuarly bullish on financials
Threat of firms moving to European cities
Outlook for the year ahead
Japan sees biggest one-month jump in sentiment
Mark Pignatelli, partner at Comeragh Capital LLP, talks to Lawrence Gosling about the possible implications for European companies of the Brexit vote and political upheaval.
'Investor reaction seems measured rather than panicky'
Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.