Tipping points close in tech, transport and energy sectors – Miton’s Jane

Added 17th February 2017

New energy, transportation and the ‘internet of things’ are set to tip over into mainstream investment thinking and become key trends, according to Miton’s David Jane.

Tipping points close in tech, transport and energy sectors – Miton’s Jane

David Jane

A number of industries that have so far fallen under-the-radar, from solar energy, electric cars and the so-called ‘internet of things’, are at their tipping point now, Jane argued, and will soon become obvious and mainstream areas for investors to consider in portfolios.

The aftermath of Brexit and the election of US president Donald Trump has also pushed the idea of de-globalisation to the fore, with an increasing number of people seeing a trend for more competition between nations.

Jane, manager of Miton’s multi asset fund range, said: “We seem to be at a point in financial markets where many of the old norms are likely to end and need to be alert not just to the opportunity to invest in the new emerging industries as they tip into the mainstream, but also to avoid those industries and asset classes which are likely to be disrupted much more quickly than we are programmed to expect.”

He argued that solar power would only rise in popularity as it became a cheaper source of energy, as would the use of electric cars as technological advances make them a more viable option for consumers.

A number of apps and internet-using devices have also been recently launched, suggesting to Jane that this is another area currently at a ‘tipping point’ in its lifespan.

“This area also seems to be at the point of becoming a mainstream investment thesis. In recent months we have seen the launch of a number of ‘internet of things’ devices into the consumer space which start to offer real benefits to consumers, whether it is the Amazon Echo device to control a huge range of connected devices or the Phillips Hue remote controlled lighting," Jane said.

 

Kames Income Hub

home_research_centre

Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

Premier Multi Asset Global Growth - Alex Farlow
Premier Multi Asset Global...

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Louise Hill

Senior Reporter

Louise joined Portfolio Adviser in December 2016 as one of the editorial team’s news reporters based in London. Originally from Liverpool, she is an NCTJ-qualified journalist and began her career in 2014 working on local newspapers.

Profiles

Viewpoint

Investment Strategy

Feature

Tweets

Events

PA Edinburgh 2017
PA Edinburgh 2017

Thursday 7 September
Balmoral Hotel, Edinburgh

PA Alternatives 2017
PA Alternatives 2017

Tuesday 12 September
Sofitel St James, London  

PA Dublin October 2017
PA Dublin October 2017

Tuesday 10 October
Westbury Hotel, Dublin

PA US 2017
PA US 2017

Tuesday 17 October
Furniture Makers' Hall

OTHER STORIES FROM LAST WORD...