35 stocks to buy as the world's politics turning "left"

The strategists of the Bank of America Merrill Lynch are very serious about the upcoming changes in the world's economy and politics and urge their clients to consider the industries that are normally far from being popular investment choices such as infrastructure, defense and real assets.

In a recent report, BofAML talks about the qualitative changes in the world's economy and politics that are brought about by the society going away from globalisation and capitalist trends and turning to a more populist political ideology. They mention the U.K. referendum as a clear example of the society looking for more populist political solutions that today's economy is not prepared for.

Next to that, due to the long-term borrowing rates in the developed economies being close to their all-time lows, the economists say that governments will be playing a major role in boosting the economy. What does it mean in practice? The experts say that it's time for the investors to look at the industries that rely on taxes as they are likely to benefit the most from governments' attention. According to CNBC the bank's team said that transportation and information infrastructure industries have been showing low interest rates, what could make them particularly attractive investment choices for the government.

The BofAML's analysts have identified 150 stocks that are likely to benefit from the changes in politics:

Bloomberg lists 35 American companies that fall under the descriptions of the analysts and have exposure to the sectors of infrastructure and defence that we all should keep an eye on: