The Outlook for 2017

Our portfolio managers reflect on 2016, looking at the significant events that have impacted their strategies and what the key risks and drivers will be for 2017.

20 January 2017

Asia Long-Term Unconstrained strategy

Asia Long-Term Unconstrained 2017 Outlook

In a year which will be best remembered for political shocks as much as ongoing economic uncertainty, Asia fared reasonably well. Andrew Graham and Paul Danes reflect on 2016 and share their thoughts on the key challenges and opportunities for Asian equities in 2017.

Asia Long-Term Unconstrained strategy Outlook

European Long/Short strategy

European Long/Short 2017 Outlook

Political shocks and economic uncertainty were the norm across global markets in 2016 and Europe was frequently centre stage. 2017 already looks set to continue this theme. However, Michael Browne and Steve Frost see reasons for optimism in the year ahead.

European Long/Short strategy Outlook

Global Emerging Markets strategy

Global Emerging Markets 2017 Outlook

Against a backdrop of continuing political uncertainty, but tentatively improving economic growth indicators, Kim Catechis, Head of Global Emerging Markets, looks at what 2017 will hold for these markets.

Global Emerging Markets strategy Outlook

Global Equity Income strategy

Global Equity Income 2017 Outlook

Political shocks and economic uncertainty look set to continue in 2017. Head of Income Mark Whitehead assesses what the overriding themes will be for income investors in the year ahead.

Global Equity Income strategy Outlook

Japan Long/Short strategy

Japan Long/Short 2017 Outlook

The Japanese equity market swung from pessimism to optimism in 2016, pushed and pulled both by domestic and global developments. The Japanese economy may not reach escape velocity any time soon, but there are reasons to stay upbeat.

Japan Long/Short strategy Outlook

Governance and Sustainability

Governance and Sustainability 2017 Outlook

There is no shortage of issues to analyse and engage companies on going into 2017, whether it be climate change, diversity, cyber security or executive pay. As always, materiality will be the yardstick when deciding where to spend our time and energy.

Governance and Sustainability Outlook

Martin Currie Australia Core Equity strategy

Australia Core 2017 Outlook

After a year that began with extreme pessimism and ended the year with enthusiasm, the Core Equity strategy fared well. Reece Birtles and Matthew Lambert look at how the strategy is positioned to capture the opportunities in the Australian equity market over the year ahead.

Australia Core Equity strategy Outlook

Martin Currie Australia Equity Income strategy

Australia Equity Income strategy 2017 Outlook

The strategy fared well in 2016, despite being a year that really tested income investors for the first time since the global financial crisis. Reece Birtles and Michael Slack look at how the Equity Income strategy is positioned to capture the opportunities for income investors in the year ahead.

Australia Equity Income strategy Outlook

Martin Currie Australia Real Income strategy

Australia Real Income strategy Outlook

The strategy fared well in 2016, despite being a year that really tested income investors for the first time since the global financial crisis. Ashton Reid and Andrew Chambers share their thoughts on the key challenges and opportunities for the Australia listed real asset market in 2017.

Australia Real Income Strategy Outlook

Martin Currie Australia Value Equity strategy

Australia Value Equity strategy 2017 Outlook

Despite the backdrop of a roller coaster year of both 'risk-on' and 'risk-off' cycles, the Value Equity strategy fared well. Reece Birtles and Michael Slack look at how the strategy is positioned to capture the value opportunities in the Australian equities market over the next 12 months and beyond.

Australia Value Equity strategy Outlook