Feature

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...

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,...