Gill Hutchison: How multi-asset sectors are shaping up for 2017

If you had paid a visit to Mystic Meg at the beginning of 2016 and she had revealed the political events of the year to come, how would you have positioned your portfolios? Sterling weakness would have been an obvious pick after the vote to leave the EU but how about the sheer scale of the move in the FTSE 100 and the international earners? More difficult to predict. Would you have been courageous enough to maintain a healthy allocation to the - already expensive - US market in the face of a victory for Donald Trump? A toughie. And what about the sterling bond market? Would you have f...