fund manager views

Three key elections ahead

Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.

Likes healthcare and technology

Political turmoil ahead

End of 30-year run

Equities climbing 'wall of worry'

Helped by weaker yen

Protectionist agenda has raised concerns

Helped by strengthening US dollar

The events of 2016 have already altered the shape of traditional distribution curves of potential political outcomes, widening the tail of unexpected outcomes and making politics increasingly relevant to financial markets, according to Allianz Global...