fund manager views

Favours pharmaceuticals instead

Technology and EM consumer landscape

Expect heightened volatility

Focus on environment and water quality

The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.

Guy Glover, manager of the F&C UK Property fund, gives his outlook for the sector after a turbulent 2016.

The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.

2016 is likely to be remembered as a year when Western democracies took a surprising step towards the populist right with voters embracing political messages that included promises to roll back some of the effects of globalisation and towards fiscal stimulus,...

For most of the past decade, markets have operated in the shadow of geopolitical and macroeconomic storm clouds, writes Ken Wotton, manager of the Wood Street Microcap Investment fund.

There are attractive investment opportunities among high-yielding emerging market (EM) eurobonds in our view, writes Koon Chow, an EM macro and FX strategist at Union Bancaire Privée (UBP).