What geopolitical shocks are in store next year?

Both Brexit and the US election result has sent political shocks throughout the global economy. However, as the end of the year approaches, Professional Pensions ask expert fund managers what schemes investors should be looking out for. Mike Pinggera, fund manager at Sanlam FOUR claims that many key lessons can be learnt from 2016, particularly and most importantly, to guard against inflation and stay clear of high conviction portfolios, as the economy is still sceptical on the impact of Brexit and Trump’s policies.

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