Collins Stewart Wealth Management's global strategists Robert Jukes and Edward Smith outline their five key themes to dominate financial markets in 2013.
1. Infrastructure We concentrate on picking securities with favourable risk/reward profiles that benefit from secular themes less exposed to cyclical aberrations. Europe, and indeed much of the developed world, faces twin headwinds to growth in a shrinking (ageing) labour pool and a bleak outlook for productivity after a decade of misallocated capital. Offering private companies infrastructure partnerships at favourable rates is one of the only ways to boost the outlook while trimming the budget. Elsewhere, Asian governments are working hard to build the infrastructure and welfare s...
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