Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Amid news of slow headline growth, consumer spending in China has been growing at breakneck speed. Rob Brewis, investment manager at Aubrey Capital, looks at the reasons behind this rapid rise.
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Targets mid-June roll out
Managed by Christine Todd
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Demand for alternative income
Look for companies exploiting new technologies
Will also only invest in infrastructure
Focus on utilities and telecoms
Managers respond to big question
Offering dividend yield of 4%
Fed expected to raise rates twice
'Expanding universe of alternatives'
Infrastructure is hot, again. President-Elect Donald Trump says he is enthusiastic about upgrading the nation's crumbling roads and energy networks.
The end of a 35-year bond bull market, the rise of so-called robojobs, rapid developments in gene editing and the 'sharing economy' will be among the themes that will interest investors next year and beyond, according to Investec Wealth & Investment's...
Statement from Treasury
Unable to implement his policies due to legislation
Also boosted by Trump's spending plans
Quick-fire interview with Impax CEO: Idea of giving up returns for environmental benefits is 'ancient history'
Ian Simm, founder and chief executive of Impax Asset Management, talks to editor Katrina Lloyd about opportunities following the Paris Climate Change Agreement and the growing demand for real assets exposure in areas including infrastructure and property....
Fund to be launched in Q2 2017
Fund launched last month
Despite difficult economic backdrop
Woodford Patient Capital among losers