Aviva Investors' AIMS team: Our top five 2017 trades

Ian Pizer reveals his key trades for the new year

clock • 5 min read

As a turbulent 2016 draws to a close, Ian Pizer, head of investment strategy and co-fund manager of the AIMS Target Return and Target Income funds at Aviva Investors, has revealed his team's best investment tips for the next 12 months.

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 percei...

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