After the end of an eventful 2016, Arne Hassel, Chief Investment Officer, and William Hobbs, Head of Investment Strategy in UK and Europe, look back over the past 12 months and explore five key themes that investors should be thinking about for the year ahead. For the first theme, Arne looks at the leading indicators shaping our views.

Leading indicators: no end in sight

There are five indicators that we watch very carefully for any signs that the cycle end is close. We introduce why we value their input and what these indicators are currently telling us.