Three investment themes to weather 'short-term noise'

Technology, infrastructure and alternatives piquing interest

Lauren Mason
clock • 5 min read

Kingswood's Richard Stammers and Rupert Thompson have outlined three key investment areas they believe will stand the test of time as investors prepare for a period of heightened volatility in markets.

In a world dominated by Brexit, US-China trade wars and ongoing bouts of geopolitical uncertainty, the pair stressed the importance of investors remaining diversified, while also backing themes that are more likely to weather "short-term noise". Below, chief investment strategist Stammers and Thompson, head of research at the firm, detail the investment themes they believe will hold up over a five- to ten-year time horizon. Technology "Technology as a theme is not a revolutionary idea, but in terms of the biggest growth theme over a ten-year period, I cannot think of anything else q...

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