US

Large acquisitions due

Worries over underlying drivers

Concern for bond markets

Trump's victory fuelling small and mid caps

Third rate rise since December 2015

China remains most important issue

Minimal impact on alternative energy

Pullback looking likely

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.

Fund managers from Investment Week's Fixed Income Market Focus discuss their strategies for today's uncertain market environment.