Trump caution, Japan and value funds: Buyers reveal Q1 key calls

What are investors' concerns?

clock • 4 min read

Fund buyers have unveiled their top investment ideas for 2017, flagging up concerns about investors' euphoric expectations for the US, while highlighting opportunities in Japanese equities, small caps, value funds and inflation-protected products.

The New Year is set to herald further volatility in markets as investors digest the impact of the inauguration of Donald Trump as the 45th US President, upcoming European elections and the triggering of Britain's exit from the European Union. One of the key worries flagged by buyers is the US economy may disappoint investors, after growth and stockmarket expectations shot up following Trump's victory in the Presidential Election in November. The start of the year has seen developed market indices continue their strong run, with the FTSE 100 index posting a record number of consecutive...

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