At its core, investing is about increasing wealth. During a period of cyclical upheaval and mean reversion - generously spiced with global political change - it can be healthy to remind ourselves what drives returns on a fundamental level.
Seen no corporate earnings growth since 2011
Profits nearly treble on lower conduct costs
Fearful of trade war
Managers respond to big question
Up by 2% over the whole year
Huw van Steenis, global head of strategy at Schroders, shares his perspectives from this year's World Economic Forum in Davos.
Another volatile day expected for sterling
Boost from weaker sterling on Brexit fears