Tim Stevenson, Director of European Equities at Henderson Global Investors, says Europe finally seems to have broken free of the economic uncertainty that has plagued it for a decade and discusses the impact of irrational news on investor sentiment, and whether or not the market rotation we saw in the second half of 2016 is now fully ‘priced in’.
Paul O’Connor, Head of Multi-Asset, reviews 2016’s lessons, and details the key themes that investors should prepare for in 2017. He explains which areas of the market look most and least appealing from a cross-asset perspective.
Matthew Beesley, Head of Global Equities, believes that the impact of technology and an ageing population are likely to be the key themes shaping global equity markets in 2017, while the incoming US President’s planned shift to fiscal stimulus should be supportive for global equities.
John Pattullo, Co-Head of Strategic Fixed Income at Henderson Global Investors, discusses how the markets were affected by major political events in 2016 and the lessons learned.