Kames Capital

European political fears are overstated

Low- and high-risk parts of market under pressure

Backed Nationwide bonds

Opportunities in a number of sectors

Pick-up in US GDP and inflation

Fund managers share their views

Trump will cause first 'zigzag'

Will be co-manager alongside David Wise

'We are in a new era of nuanced investing'

Corporates have the 'firepower' to increase dividends