Industry Voice

Can you ever be socially responsible with debt?

Lower health insurance premiums, less government interference in the healthcare system, lower costs for medical treatment, more competition and lower tax rates - the promises Donald Trump made during his presidential campaign are now the daunting challenges...

Fears that bond markets could become more volatile as a result of reduced liquidity levels in the asset class are continuing to dominate investor conversations in 2017.

Not for the first time in recent history, investors are starting to question their fixed income holdings as the potential for a rise in interest rates in the UK hovers closer.

Emerging market equities have rebounded following several years of underperformance on both an absolute and relative basis, yet most investors remain pessimistic and are significantly underweight the asset class.

After a 30-year bull market, fixed income investors are now staring down the barrel: 2017 could be the year the government bond bubble finally bursts. It's no time to be blithely banking on bonds.

Our Equity Income Unconstrained Fund has the flexibility to invest across the entire market, choosing stocks irrespective of sector, style characteristics or market capitalisation.

Mark Burgess, CIO EMEA and Global Head of Equities at Columbia Theadneedle Investments, considers the potential impact on markets of electing Le Pen, and the volatile consequences that this would have on French assets.

Rob Burnett, Head of European Equities, Neptune

Global dividend growth disappoints in 2016, while dollar strength clouds outlook for 2017