Three stocks that thrive in turmoil

Professional investor Richard Pease picks three stocks that should thrive in periods of market uncertainty.

Each week, aprofessional investor tells us where he'd put his money. This week:Richard Pease of the FP CRUX European fund.

Over the final quarter of 2016, markets did not deliver what many were expecting. Investors embraced the risks facing the economy, but we don't see much evidence those risks have gone away. The global macroeconomic and geopolitical backdrop remains unsettled. We have seen some higher inflation figures in the UK, but we do not expect global inflation to roar back and so interest rates are likely to remain low.

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Richard Pease is manager of the FP CRUX European Special Situations Fund at CRUX Asset Management.