"The names in the new Nifty 50 bucket include Amazon, Johnson & Johnson ( JNJ ), Merck ( MRK ), Nvidia (NVDA) and General Mills (GIS)." "Before Brexit, the (investment) world was almost back to normal," said Matthew Ward, co-manager of Schroder U.S. Large Cap Equity strategy, which is run as a separate account. "Brexit or not, we need to see excess capacity come out of the world manufacturing system and the return of some inflation so that companies can pass along price increases," Swanson said.