The Big Question: What are the biggest opportunities and risks for your strategy as we head into the second half of the year? (Part I)

Managers at Investment Week's June Funds to Watch conference share their views on what to expect from the rest of 2017 and beyond.

Lionel Pernias, fund manager & head of buy and maintain, London, AXA IM Gradual adjustment  Economic data has been stronger suggesting US growth remains solid. European data has also been strong and markets are encouraged by diminishing political risk surrounding the French election.  In the UK we forecast growth to be a little below the BoE's estimate for 2017, falling even further below the BoE's estimate in 2018. Going into H2 2017, the AXA Sterling Buy and Maintain Credit fund's total return could be at risk of a material increase in government yields, which is not our core sc...