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.
US small caps to benefit from Trump victory
Concentrated portolio remains unchanged following election
Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....
Uncertainty about what Trump may do
Previously called the sector a 'death trap'
Housing remains one of the brighter spots for the US economy. After enduring four years of depression, the housing industry began to recover in 2012 and now seems more like a tailwind than a headwind.