Three investment themes to weather 'short-term noise'

Technology, infrastructure and alternatives piquing interest

Kingswood's Richard Stammers and Rupert Thompson have outlined three key investment areas they believe will stand the test of time as investors prepare for a period of heightened volatility in markets.

In a world dominated by Brexit, US-China trade wars and ongoing bouts of geopolitical uncertainty, the pair stressed the importance of investors remaining diversified, while also backing themes that are more likely to weather "short-term noise". Below, chief investment strategist Stammers and Thompson, head of research at the firm, detail the investment themes they believe will hold up over a five- to ten-year time horizon. Technology "Technology as a theme is not a revolutionary idea, but in terms of the biggest growth theme over a ten-year period, I cannot think of anything else q...