Equity

David Pyle, portfolio manager of the Robeco BP US Large Cap Equities Fund, believes that now is a good time to invest in US equities despite the record index levels.

John Bennett, Head of European Equities, shares his outlook for 2017. He sees the potential for a continued rotation from a growth to a value-driven market as the key factor for European equity investors next year. While he maintains an overall bullish outlook, John acknowledges that currency, politics and the chance of deflation are all risks to this view.

According to Tim Stevenson, Director of European Equities at Henderson, 2017 will be an intriguing year. My expectation is that Europe will not self-destruct, but instead become a haven of stability while the UK tries to figure out what Brexit means (the UK Prime Minister’s response that “Brexit means Brexit” does not wash).

Nick Sheridan, European equities manager, provides his outlook for 2017, discussing how politics is likely to shape investor sentiment (much as it did in 2016) and how he is positioning his value-biased strategy to take advantage of any mis-priced opportunities.

Based on factor investment, this innovative approach capitalises on the attractive performances thus far of smart beta strategies. It is based on the combination, within the same portfolio, of four complementary factors that are loosely correlated with one another: Quality, Valuation, Momentum and Low Volatility.