Morningstar's Guide to Investment Ideas for 2017

All this week, Morningstar.co.uk will be bringing you stock picks, market reactions and political forecasts from the investment professionals

Emma Wall 3 January, 2017 | 9:00AM

2016 somewhat made a mockery of predictions and polls; the world today, according to the forecasters, would look rather different with the UK still a member of the European Union, a Clinton Presidency set for the White House and both US and UK stock markets having fallen in value.

In fact, the opposite has proved true and despite several political upsets in the UK, Italy, Brazil and the US many investors made a lot of money in 2016. There is a saying that whatever you are doing at the turn of the year flavours the coming 12 months, and if that proves true, shareholders of UK equities are in for a spectacular year. The FTSE 100 rallied to an all-time closing high on Friday December 30 of 7,143 – a Santa rally and a half.

So what do the next 12 months have in store for investors? Dan Kemp, chief investment officer of Morningstar Investment Management says that if an investor ever wants a reminder why we should ignore the political noise, they need to look no further than Brexit, Donald Trump and the rise of equities.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites