2016 has been an interesting year to say the least, and amidst all the uncertainties, most markets have gone up significantly – maybe due to excess liquidity and little expectation of increases in interest rates.It's that time of year again when the experts stick their heads above the parapet and go public with their predictions for the year ahead. I have mixed views about these sorts of forecasts as it is easy to read too much into them, but if you approach them with an open mind you might find a fund or two that you like the look of.
The first set of forecasts to reach my inbox this year was from Tom Stevenson, investment director for Personal Investing at Fidelity International. He has picked four funds that he thinks will do well in the growth and inflationary environment that he expects to see in 2017.
Stevenson believes that the powerful combination of fiscal stimulus and tax cuts should help to generate higher growth, albeit at the cost of more government borrowing and wider deficits. This is an environment that would favour shares over bonds and he suggests that the best way to benefit would be by investing in Rathbone Global Opportunities, which was also on his list from this time last year.
by Zak Mir | Trading| 1 mins. to read While 2016 was full of black swans, surprises, shocks and an overload of celebrity deaths, the rise and rise of the online retailer was at least one predictable concept that was in line with expectations.
by Robert Stephens | Equities| 4 mins. to read 2017 could be the year that dividend growth becomes the most important aspect of income investing. In 2016 and recent years, low levels of inflation have meant that investors focused on higher yielding stocks.
Seven Investment Management (7IM) is partnering with the UK's premier event for private investors. The Master Investor Show takes place on 25th March 2017 at the Business Design Centre, London.
by Zak Mir | Trading | 1 mins. to read It should be the case that cyber security is a no-brainer area of growth given that hacking and cyber fraud are on the rise. However, it would appear that many are happy to leave their cyber guard down.
by Robert Stephens | Equities | 4 mins. to read Sainsbury's (LON:SBRY) has a rather strange growth strategy, given the outlook for the UK economy. Its purchase of Home Retail Group mans that it is becoming less defensive and more cyclical at a time when real disposable incomes seem certain to come under pressure.
Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such descision.
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