In this second of a two-part Big Question, fund managers and experts reveal which areas will make headlines in 2017 and how they will gain exposure to them within their portfolios.
Click here for part one Jamie Jenkins, head of responsible global equities at BMO Global Asset Management (EMEA) Manufacturing innovation The US election has 'reframed' the investment backdrop, posing new challenges and opportunities for companies that we see contributing to sustainable development. Regardless of the eventual policy roadmap, we are confident that smart infrastructure and manufacturing innovation are likely to be two big themes we envisage playing out over a multi-year investment horizon. Smart infrastructure is the fusion of physical and digital infrastructur...
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