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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.

State deleveraging inside China's state-owned enterprises is allowing its private sector to access capital, and to raise investment and employment levels.

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...

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