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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read
FCA issues warning notice to Neil Woodford over liquidity failings

FCA issues warning notice to Neil Woodford over liquidity failings

The firm failed on four accounts between 2018 and 2019

James Baxter-Derrington
clock 11 April 2024 • 2 min read