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Best growth likely in emerging markets and eurozone
Thursday 27 Jul 2017 Author: Steven Frazer

The International Monetary Fund (IMF) has downgraded its growth projections for the UK and US. The report cites ‘difficult-to-predict US regulatory and fiscal policies’ and continued uncertainty surrounding Brexit negotiations.

Offsetting that pessimism, investors may be more encouraged to seek opportunities in Eurozone powerhouses, such as Germany and France, and in emerging markets.

IMF cuts UK growth chart

But first half tailwinds, such as the weakening dollar and falling bond yields, look set to run out of steam, according to analysts at investment bank UBS.

This makes selecting the right markets and industrial sectors all the more important. UBS favours India, Brazil and Russia, with energy, telecoms and financials industries offering the best chances of solid returns.

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