Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Amid news of slow headline growth, consumer spending in China has been growing at breakneck speed. Rob Brewis, investment manager at Aubrey Capital, looks at the reasons behind this rapid rise.
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Targets mid-June roll out
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Look for companies exploiting new technologies
Focus on utilities and telecoms