Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.
What will be Trump impact?
Could grow by over 10% in 2017
There are many imbalances around the world, but there are two colossal surpluses and two large deficits which stand out, writes John Redwood, Charles Stanley's chief global strategist.
As Donald Trump prepares to enter the White House, normally serious and intelligent people seem to have lost a sense of perspective, writes David Coombs, head of multi-asset investments at Rathbones.
As the most exciting US Presidential race in decades reaches its conclusion, three fund managers from Pioneer Investments give their views on the implications for different asset classes.
Improved sentiment to the region
Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.