By Tanya Jefferies for Thisismoney. The election of Donald Trump as next US president and his stimulus plan for the world's biggest economy dominate all discussion of investment prospects for this year. Whether his package of infrastructure projects and tax cuts gets off the ground or proves effective will have an impact well beyond America's shores, since the US remains the biggest engine of world growth. Meanwhile, Trump's threats of a trade war with China, talk of overturning US foreign policy on Russia, the Middle East and Taiwan, and criticism of the NATO defence alliance, could destabilise the world economy as well as upset international relations.

Election of Donald Trump and his economic stimulus plan dominate discussion of investment prospects in Trump has excited the most comment among investment pundits this year, but we also round up their views on Europe, Japan and emerging markets and run down some fund tips below.

Markets could be overdoing exuberance over Trump stimulus.

How to Invest in the Japanese Stock Market | cozosen.web.fc2.com

This is Money Editor Simon Lambert asks, is it time to join the kings of wishful thinking and invest more money in the US? Read his column here. But he went on: Although the Republican Party controls both the US Senate and Congress, many House Republicans will be reluctant to countenance allowing the US deficit to escalate significantly.

Gavin Haynes, managing director of Whitechurch Securities, says: The potential for further interest rate rises in could also be a negative, with yields on US Government bonds having exceeded the yield on the US stock market towards the end of Adrian Lowcock, investment director at Architas, says: Good liquidity and lots of cash has meant that markets have priced in the best possible scenario.

We expect US growth to pick up towards the end of the year but investors might experience a bumpy road if we see a Trump slump. What will Trump do? Threats of a trade war with China, talk of overturning US foreign policy and criticism of NATO could destabilise the world economy as well as international relations.

Bruce Stout, manager of the Murray International investment trust, says: Election results could send tremors through the markets. On top of this there is the political risk of a populist government in a major European Union country seeking to exit the euro.

Many economists are sceptical of the long term sustainability of the euro system as it currently stands. As stock pickers not economists we aim to run an economy balanced fund.

They are characterised by pricing power, high returns on capital, big competition "moats" and substantial potential to grow volumes and expand margins. Chancellor Angela Merkel is under attack from the populist right. Many of these names are medium sized and we will continue to have a substantial mid cap bias.

Family shareholdings are common, which we like very much in contrast to Anglo Saxon short tenure, heavily short term share optioned, CEOs. Adrian Lowcock of Architas says: Europe faces a big year in the political arena with elections in France, Germany, Holland and possibly now Italy. However, European markets will be difficult to navigate in as politics could dominate the fundamentals, and unexpected results could send tremors through the markets.

Bruce Stout of Murray International says: Potential for dividend reforms could benefit investors. Stock market was among the best performers in the world in recent months.

Japan’s long-depressed stock market could bring spectacular returns soon | The Spectator

Health of the Chinese economy remains key to Asia's prosperity. Which overseas funds could be a good buy for ? Infrastructure and insurance funds tipped. Adrian Lowcock of Architas offers three funds to consider for next year. Schroder US Mid Cap: This approach will cause the fund to lag during strong bull-markets but over time has proved successful.

He says International Public Partnerships is an investment trust that puts money directly into global infrastructure projects - currently more than - that receive cashflow from the public sector. These include schools and hospitals that earn pre-determined, contracted revenue. The portfolio is very diverse and offers a high level of inflation protection.

Invesco Perpetual Global Targeted Returns: The focus on macro-economic trends means the fund can be flexible and position to protect investors from volatile or falling markets.

How to Invest in Japan’s Rebound - Barron's

Andy Parsons, head of investments at The Share Centre, suggests three funds he believes are capable of weathering and possibly even benefiting from the market turbulence we might expect ahead.

CF Miton US Opportunities: This should put them in a relatively safe position under the Trump presidency. Polar Capital Global Insurance: Man GLG Continental European Growth: Darius McDermott, managing director of Chelsea Financial Services, also offers fund ideas for First State Global Listed Infrastructure: Yield can also be found. Polar Capital Global Insurance also tipped above: A more modest but steady yield is also available.

Ashburton India Equity Opportunities and GSAM India Equity Portfolio: The views expressed in the contents above are those of our users and do not necessarily reflect the views of MailOnline.

By posting your comment you agree to our house rules. We will automatically post your comment and a link to the news story to your Facebook timeline at the same time it is posted on MailOnline. To do this we will link your MailOnline account with your Facebook account. You can choose on each post whether you would like it to be posted to Facebook. Your details from Facebook will be used to provide you with tailored content, marketing and ads in line with our Privacy Policy.

One million early retirees can benefit from little-known loophole How holiday firms hike prices when they know you'll pay up: Surge pricing adds hundreds to the cost of your trip Top seaside hotspots revealed: The teacher, accountant and receptionist who owe thousands they will struggle pay off DAN HYDE: Britain has been ambushed by a debt crisis, we need to get back in the black The 50 facts you never knew about cash machines UK and European stocks open lower as sentiment turns after record highs earlier in the week The supermarket revolution to fight off Amazon: Expert warns households against persuasive cold callers after he was stung himself No cover if your passport is lost on holiday: Our guide shows how to make equity release work 'My friends, family and even my doctor told me to give it up': Renewable energy deals don't have to cost the earth: Steve Webb replies Asking prices fall in June for the first time since but sales are up, so what is happening to the property market?

Should you take out wedding insurance for your big day? Policies cover illness and caterers going bust - but not cold feet or bad weather Safe and sound: Trump, Europe elections, Japan recovery and China growth RELATED ARTICLES Previous 1 Next. Share this article Share.

HOW THIS IS MONEY CAN HELP How to choose the best and cheapest DIY investing Isa - and our pick of the platforms. Share or comment on this article e-mail Most watched Money videos How to get out of your credit card debt Instant karma!: Thief stopped by lorry driver's quick thinking The new Nissan Qashqai will be in the showrooms from next month Jaguar Land Rover teases the opening of its classic car tour Investing Show: Are stockmarkets too expensive? Rolls-Royce showcases its bespoke capabilities in stylish car Unsettling digital safety advert will make you think twice online The world's largest luxury car 'Vending Machine' in Singapore Is this the best car used advert ever?

Vitara gets CGI treatment Footage showing the amazing evolution of the Porsche Carrera Check out this high speed LEGO Porsche crash Video shows British girls standing NAKED in the centre of Magaluf. How holiday firms hike prices when they know you'll pay The middle class borrowers sitting on a debt timebomb The 50 facts you never knew about cash machines Why banks could block your payments if you try to swipe a Bank of England Governor Mark Carney says 'now is not the Britain has been ambushed by a debt crisis, we Extra Energy can't decide if I'm in debt or No cover if your passport is lost on holiday: Sort code swap for one million bank customers as part UK car industry calls for interim safeguards as fears Squeeze cash out of your home for retirement The supermarket revolution to fight off Amazon: Finally a banker is dragged to court over Plus-size retailer N Brown to close up to five branches MOST READ MONEY Previous.

Comments 36 Share what you think. Post comment to your Facebook Timeline What's This? Close Do you want to automatically post your MailOnline comments to your Facebook Timeline?

Your comment will be posted to MailOnline as usual. Your comment will be posted to MailOnline as usual We will automatically post your comment and a link to the news story to your Facebook timeline at the same time it is posted on MailOnline. Search All Articles Share prices.

Portfolio Newsletter Guides Savings rates Deals Calculators. THE INVESTING SHOW Is it time to invest in Europe? It's not fixed yet, warns Tom Becket John Redwood: Has the French election rescued the euro? Will shares go off the boil or keep on rising? Tips to choose the best funds for your Isa Can you profit from the growing Chinese middle-class?

We meet Templeton's Carlos Hardenberg Where to invest for income and how to spot the best dividends How to profit from property in the world's best cities Should investors worry about political upheaval? DON'T MISS Our home is in my name only - if we get a buy-to-let can we avoid the extra stamp duty by putting it in my wife's name? Why interest rates will soon rise as the Bank of England plays follow the leader ALEX BRUMMER. Sarah Beeny heads to Hull to pick her bargain home of the month.

My cat has diabetes and I can't afford her pricey medication but I can't bear to have her put her down, what can I do?

Can you guess the prices of these beach huts for sale? Simple conversion that could turn our 7. Tesco sales climb as price cuts tempt back inflation-hit customers Every little helps. Norfolk is the capital of dating scams while Surrey residents are the most likely to be duped by fake investments Fraud hotspots revealed. Households could see a shock energy bill rise as 54 fixed energy tariffs expire soon Are your power payments set to soar?

The best new cars for different drivers revealed The motors that won gongs for families, new drivers and lugging caravans. Housing market stagnates in May as buyers stay away Home sale valuations down to less than a third of the market. Will your mobile phone insurance REALLY work? How some don't pay if you lose your phone and others only offer refurbished handsets. Is a rate hike closer than we thought? Pound jumps as inflation fears split Bank policymakers.

Interest rates held at 0. Tokyo stock market looking cheap compared with pricey Western counterparts as economy creaks into life Could catastrophe bonds boost your nest egg? Our star players and flops Five fund managers reveal their best buys and sells of the year Vanguard could spark an investment price war, as index tracker pioneer launches cut-price investing platform Why you need to know about the VIX 'fear index' Here's why you can still bet on Woodford Three years after the Equity Income fund launch, experts assess his performance Should you stick to investing in what you know?

More than half of investors prefer famous UK brands - but there are dangers Six safe places to stash your money instead of under the mattress Investments that can offer some protection Five of the best female fund managers MAIKE CURRIE picks some talented investors you should consider Top investment performers of the past two decades revealed Winners change EVERY YEAR making predictions a 'fool's errand' Should you open a Lifetime Isa?

How they work, and what's on offer to young savers hoping to get on the housing ladder I want to invest in fintech without the headache of researching thousands of start-ups - what are my options? Get ideas to improve your wealth in our Money Pit Stop. MIDAS SHARE TIPS MIDAS SHARE TIPS: Profits gush as junior oil firm Diversified snaps up wells in America MIDAS SHARE TIPS UPDATE: Vital signs are improving at medical firm LiDCO MIDAS SHARE TIPS: Seek dividends from the brands that won't let you down in a crisis MIDAS SHARE TIPS: With bad old days behind it, Lloyds is a solid income play MIDAS SHARE TIPS UPDATE: Shares in overdrive as music retailer Gear4music pumps up volume MIDAS SHARE TIPS: Specialist insurer Global Benefits Group proves it's really going places MIDAS SHARE TIPS UPDATE: Data-gathering specialist GB Group soars SIXTEEN fold MIDAS SHARE TIPS: Infrastructure giant HICL drives up income from Denver toll to the Home Office MIDAS SHARE TIPS: Ambitious cyber security firm ECSC is booming as sales team launches own attack MIDAS SHARE TIPS UPDATE: Financial adviser Mattioli Woods spreads its wings and sees shares surge MIDAS SHARE TIPS: Rising sales and a facelift inject new life into Botox rival Sinclair Pharma.

FUND AND TRUST IDEAS LIONTRUST UK GROWTH: How bricks and mortar are helping fund rebuild its fortunes WAVERTON PORTFOLIO: Forget laptops, my Japanese trust fund is all about robots and ski slopes ARTEMIS GLOBAL INCOME: The new kid on the block run by an old hand who loves Playing FTSE. Latest from Investing Should you open a Lifetime Isa? How they work, and what's on offer to young savers hoping to get on the housing ladder LIONTRUST UK GROWTH: Vital signs are improving at medical firm LiDCO SUNDAY NEWSPAPER SHARE TIPS: The People's Operator - mobile phone provider using Three's network Why the 'tech wreck' is no dotcom bubble: This week's sell-off was over almost as soon as it started Premium Bonds winners June Prize value Winning bond No.

Monthly Or Lump Sum Savings Calculator Monthly savings plan Find out how much a regular monthly savings scheme could make me. Sitemap Archive Video Archive Topics Index Mobile Apps Screensaver RSS Text-based site Reader Prints Our Papers Top of page Daily Mail Mail on Sunday This is Money Metro Jobsite Mail Travel Zoopla.