Alpha hunt: The stocks to play 2017's changing world

Five managers give their views

clock • 5 min read

2016 was the year the world shifted on its axis, as the populist agenda landed decisive victories with the election of Donald Trump as the next US president and Britain's vote to exit the European Union.

The future implications for markets are likely to be profound. President-Elect Trump is likely to herald a new era of fiscal stimulus, while next year's populist-infused political agenda in Europe threatens to cause further volatility. Against an uncertain backdrop, five fund managers highlight some of their favourite stocks and explain how they can play to themes for 2017 and beyond.  Jeremy Lang, founder and partner at Ardevora Asset Management: Mining may still hold a rich seam of opportunity "Buying Anglo American in March was our first foray into the mining sector for a long t...

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