fund manager views

Proxy for index-linked bonds

Could grow by over 10% in 2017

Increased M&A activity

Particularly small cap and domestic companies

Sitting at depressed levels

It is likely that the value rally in equity markets has largely played out and how the current 'value-versus-growth' dynamic continues in 2017 depends on a confluence of factors.

UK seeing rising inflation

Co-manager John Pattullo lifts the lid on the strategies used on the Henderson Diversified Income investment company.

You may not have enjoyed 2016 but it was actually a decent year for investors. Perhaps surprisingly, Russia, Brazil and high yield top the performance rankings, which goes to show the wisdom of avoiding crowded trades.

Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.