Colin Moore (Global Chief Investment Officer - Columbia Threadneedle Investments) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever.
International investors have greater opportunity to benefit from China’s continued rise. As long as the apparent mood of compromise set by Trump and Xi persists, investors are likely to feel more confident about raising their allocations to China stocks, and increasing exposure to the country’s new economy sectors.
After 12 months in the departure lounge, Brexit negotiations have started. The Brexit process was always going to be complicated, but the hung parliament, the need to maintain an amorphous government with the DUP, and possibility of cross-party negotiations form an extra ‘speed bump’ on a journey that could take way longer than the two years hoped for by Article 50.