Lead Portfolio Manager
Investors are focused on an anticipated boom in electric cars. The true acceleration in demand is happening elsewhere.
Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.
The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.
In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.