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Investment tips from the experts

Smart Investors are increasingly using insights from politics, tech and science to help steer their investment decisions. I talk to our industry experts to hear their top tips for 2017.

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Topic: Investing

Today was a big day at Investec Click & Invest HQ. We pushed the button and launched our online investment service to a wider group of Investec colleagues, marking the final phase of testing and the beginning of a very exciting year for the team.

There is a palpable buzz in the office (that’s totally unrelated to our caffeine and vitamin C intake), but this is just the start. We’re already thinking about the next stage of development: our public launch.

With all eyes on the year ahead, I’ve asked some of the specialists in our team to shine a light on the developments that they expect to impact investors in 2017:

Science
Jimmy Muchechetere
Healthcare and Biotech Research

2017 will see some big hitting drugs reach the final stages of development, including combination therapy that could potentially extend the lives of cancer patients by decades rather than months, but it’s the potential investment opportunity of gene editing that has really grabbed our attention. Last year a little girl at London’s Great Ormond Street hospital was treated for leukaemia with gene editing, kicking off what could be an explosion of new techniques to diagnose, prevent and treat pathologies.

 

Politics
John Wyn-Evans
Head of Investment Strategy

We’ll be keeping our eyes on the elections taking place in France, Germany and the Netherlands. The French election, in particular, could see a win for Marine Le Pen and, as unlikely as it may seem, this could lead to a possible ‘Frexit’, spelling the end of the euro as we know it.

Markets
Richard Fullman
Head of Click & Invest Investment Management

Trump’s repeated assertions to increase spending on infrastructure, decrease regulation and introduce tax cuts have not gone unnoticed. US stock markets have rallied strongly in the run-up to his inauguration this Friday. UK markets are also performing strongly in the wake of Brexit, however inflation, which has been quietly increasing over the last few months, will be one of the main stories we will be watching in 2017. We could all feel the pinch of increasing prices, so our attention is on the central banks now to see how they will respond.

Technology
Lyndon Subroyen
Global Head: Investec Digital

If there is one thing we can take away from Consumer Electronics Show 2017, it’s that Artificial Intelligence (AI) is one of the fastest growing industries in the world right now and it’s about to touch every element of our lives, whether it is via table top personal assistants or beds that shift to give us a better night’s sleep. All the major tech giants are investing heavily in AI, with Forrester Research Inc. predicting that there will be a greater than 300% annual increase in investment in AI in 2017. With inflation likely to impact consumer spending this year, could AI be the service sector’s saving grace?

As we inch closer to launching Click & Invest, our team of experts will continue to publish insights about investing and growing your money, so click here to sign up to our newsletter and be the first to know when our service is live.

Opinions given within this article are my own personal views and those of all contributors. Our views and opinions are effective from the date of publication but may be subject to change without notice. I have no affiliation with the companies mentioned in this piece and all research has been independent.

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