Welcome to the first podcast of 2017 from Morningstar UK, the leading provider of independent investment research. As it’s the start of the year lets take a look at what you can expect from global markets in 2017, starting with bonds.

Emma Wall, senior editor for Morningstar speaks to Morningstar Investment Management's Mark Preskett who says gilt yields may fall in 2017 but bonds still have an important role to play in investor portfolios.

Turning now to UK Equities we have Simon Brazier, manager of the Investec UK equity fund. Simon says investors should prepare for a year of volatility - but there are opportunities in domestically focused cyclical stocks.

2017 will be the year for several European Elections including in the Netherlands, France and Germany all of which could impact the market. Canada Life Investments' chief investment officer David Marchant considers the impact of these European elections on asset prices and investors.

Political upset can cause market volatility - and investment opportunities. But perfect market timing is near impossible, so how can investors be sure to profit from the dips? We now go to Emma Wall who shares her insight on how to profit from the upcoming European elections.

Some European equity managers struggled last year, as energy and financial stocks rallied. Muna Abu-Habsa, Director of Manager Research Ratings for Morningstar suggests funds that can adjust to these changing backdrops may be best positioned for 2017.

Is President Donald Trump a threat to emerging market returns? Paul Jackson, Head of Research for Source ETF considers the outlook for the sector and where investors can find the best opportunities.

Subscribe to our podcast on itunes:

https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2

http://www.morningstar.co.uk