With Trump, Brexit, Italy's "No" and China's currency woes, the world economy and markets have embarked on a journey into the unknown. Investors should aim for capital preservation until the veil of uncertainty over future policies starts to lift.

There is a significant opportunity for actively managed Australian government bonds to continue to provide positive returns, while protecting against the storms of uncertainty.

The biggest portfolio risk in 2017 will be over confidence in assigning scenario probabilities. Don't confuse the winds of change with "hot air" when it comes to portfolio construction.

Governments must find a way to reconcile open markets with more evenly distributed income growth, or globalisation may reverse with dire implications for risk assets.

Investors should question the assumption that inflation and interest rates will be "lower for longer" and instead consider that inflation could be whipped into a storm by trade, monetary and border policy.

2017 will present many risks and opportunities, as the winds of change sweep through the global economy and markets. Geopolitics will dominate. The only certainty for 2017 is uncertainty.

There is no subject of more importance to investors than what Donald J. Trump will do with the powers of the US presidency. There are pluses and minuses of Trumponomics.

Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?

In 2002, we embarked on a quest to identify the secular forces which would substantially influence markets over the coming decade. We proposed five megatrends - which still drive portfolio construction today.

With the onward marching of computing power, our transition from being "knowledge workers" to "relationship workers" may be here sooner than we realise.

We stand on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another. In the end, it all comes down to people and values.

The biggest event for global financial markets in 2017 is likely to have taken place on 20 January. How the Trump Presidency unfolds will clearly have a significant impact not just on the US but on global markets in 2017 and beyond.

Four common behavioural problems make the journey of investing particularly challenging for many investors. An understanding of each help investors stay the course and meet their goals.

In our first Fodder for the year, Jonathan Pain makes the case that 2017 is a year politics really matters to investing, while Mohamed El-Erian is on the same wave length. Dr Bob Gay gives his unique insider's view of what will cause the US Fed to raise rates, when and by how much. Michael Kitces explains how to properly integrate two dimensions of risk profiling into portfolios (don't use a simplistic questionnaire!). Lastly, our own Will Jackson reports on the hot topics debated by the group of 10 senior fund analysts on our Research Roundtable International program.

In our first Fodder for the year, Jonathan Pain makes the case that 2017 is a year politics really matters to investing, while Mohamed El-Erian is on the same wave length. Dr Bob Gay gives his unique insider's view of what will cause the US Fed to raise rates, when and by how much. Michael Kitces explains how to properly integrate two dimensions of risk profiling into portfolios (don't use a simplistic questionnaire!). Lastly, our own Will Jackson reports on the hot topics debated by the group of 10 senior fund analysts on our Research Roundtable International program.

The stage is set for an inevitable tightening in monetary conditions. The only questions are how soon, how much and with what consequences.

Beware using risk tolerance assessment tools that blend risk tolerance and risk capacity into a single result. The two need to be measured separately.

America is living through a kind of Trumpian Genesis - seven days of high-speed political creation. No one yet knows how all this will pan out.

Should we just keep our heads down and treat political events as nothing more than noise? 2017 is going to be a year when politics does matter. In fact, it always has.

Senior secured loans offer a combination of strong current income with relatively low volatility given their defensive position in the capital structure and short duration.