How to invest in the trends that are changing the world

Professional investor Jeremy Thomas looks at the global trends shaping the world to come and picks four firms that will be long-term winners.

A professional investor tells us where he'd put money. This week: Jeremy Thomas of Sarasin & Partners selects four firms that will be long-term winners.

The global financial crisis that began a decade ago and the consequent super-easy monetary-policy response is drawing to a close. Tax cuts in the US will further accelerate the move towards the end of this extended economic cycle. What does this mean for investors?

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Jeremy Thomas is co-manager of the Brunner Investment Trust (LSE: BUT).