Miton multi-asset manager David Jane has introduced a global security theme on portfolios as a way of playing the concerns surrounding US President Donald Trump's new policies.
Jane (pictured), head of multi-asset and manager of the Miton Cautious Multi-Asset, Defensive Multi-Asset and Cautious Monthly Income funds, said he is holding stocks related to cyber security as he is concerned about political instability and changing international relations, which has created a greater demand for products related to security and defence. "Cyber security has been a particular recent addition as defence spending has shifted from traditional armaments towards defending against cyber-attack. "Additionally, this theme can benefit from the Trump administration's increased...
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