Ken Fisher, Forbes Magazine columnist and successful investment manager, explains why the uncertainty that investors are fearful of will subside with time and why this is good for stocks. He identifies a number of issues investors are wrestling with – China’s growth, the US presidential election, falling oil, Brexit, negative interest rates and a profits recession. These concerns, according to Fisher, could all be largely priced into the market and as we move through each of these with time, the “fog” of uncertainty will lift, and that should be good for equity investors.

For instance, when it comes to the election in the US, the race will soon consolidate and we’ll be presented with two candidates. With regards to oil, once prices stabilize the earnings of these energy names will also stablize, which should help the overall earnings picture improve since non-energy related profits are increasing and comparisons get easier.

Fisher admits he could be wrong about these issues, but 2016 will most likely be the year of “decreasing uncertainty” and with that he offers up five investment ideas including Anheuser-Busch InBev, China Mobile and Roche Holdings (links will bring you to Validea’s Guru Analysis for each stock).