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.

Politics: between a rock and a hard place

The 2017 political calendar looks to be overflowing with things to worry about. While political upheavals make for fascinating editorials, they may not have predictable or, more importantly, durable investment ramifications.