Investing ideas for 2017

WE expect volatility to remain elevated in 2017, challenging the current conundrum: investors are paying higher-risk protection costs despite the presence of lower actualised real market costs.

Alpha remains an essential component of investor returns, despite the wave of passive investing; this alpha can be found in stock, sector and style allocations.

Equity income remains a powerful theme for investors who recognise the need to take risk. Globally, income from dividends appears set to drive equity returns for the next few years.

After six years o…