Three themes driving growth, and three stocks to buy

Thematic changes such as paperless payment can be a great signal to snap up shares. Fund manager Ian Warmerdam tips three such stocks.

Each week, a professional investortells MoneyWeekwhere he'd put hismoney now.This week:Ian Warmerdam,fund manager,Henderson GlobalGrowth.

We're six years into a stockmarket recovery fuelled by coordinated and repeated bouts of quantitative easing, which have driven bond yields to historic lows. This has forced traditional yield-hungry fixed-income investors to venture into stockmarkets. Equity valuations are now somewhat stretched relative to history.

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Ian Warmerdam is fund manager at Henderson Global Growth.