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Investing ideas for 2017
Equity income remains a powerful theme; gold, a consistent hedge against reckless monetary policy; expect more M&A activity in small and mid-size equities.
Add BT as a preferred sourcePublished Sun, Jan 8, 2017 · 09:50 PM
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.
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