We think there is scope for equities to keep climbing from here, and it is all down to the longevity of the business cycle, writes Luca Paolini, chief strategist at Pictet Asset Management.
Janus Henderson's Job Curtis, manager of the £1.4bn City of London investment trust, said he is starting to feel positive about equity markets and in turn, dividend cover, as growth begins to pick up and the global economy moves "out of the hospital ward"....
Reasons to remain cautious
Does it feel like a decade since the global financial crisis (GFC) began? Has it actually ended yet? What are the lessons we have learnt in that time?
Rising 'negative inflation' a systemic risk
Edward J. Perkin, the Chief Equity Investment Officer for Eaton Vance, explores the 2017 markets forecast; in a period of such uncertainty, believing rumours and hearsay can be dangerous.