Ian Pizer: Our five top trades for 2017

Aviva Investors' AIMS team's key ideas

clock • 5 min read

As a turbulent 12 months draws to a close, Ian Pizer looks ahead to 2017 and explains why he and his multi-strategy team believe these are five key trade ideas for the coming year

1.  Long emerging market small-cap equities Growth in emerging markets will continue to be underpinned by rising household incomes, growing middle classes, rapidly expanding workforces, rising productivity and stable inflation. Investing in the shares of smaller companies offers the cleanest way to access this growth. Smaller companies are more exposed to their domestic economies than their large-cap peers, and especially to sectors that are likely to benefit from rapid income growth such as retail, healthcare and industrials. In developed markets, small-caps shares are often perceived...

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