First 50 Funds: AXA Framlington UK Select Opps adds to companies that can benefit from Trump stimulus

Moira O'Neill

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Nigel Thomas, fund manager of AXA Framlington UK Select Opportunities, says that he’s not worried about 1970s-style high inflation but is preparing for the impact of changes in consumer preferences.

Nigel Thomas, fund manager of AXA Framlington UK Select Opportunities, says that he’s not worried about 1970s-style high inflation but is preparing for the impact of changes in consumer preferences.

Meanwhile, he has added to two holdings in the portfolio that can potentially benefit from Donald Trump’s US administration.

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Source Moneywise http://ift.tt/2pcmao7