Investment Strategies to Combat Trump Uncertainties

The video discusses the shift in financial markets towards higher growth, inflation, and uncertainties, impacting investment strategies. It emphasizes a diversified portfolio and favors equities over bonds for 2017, highlighting small caps and emerging markets. The outlook for emerging markets includes a focus on China, India, Brazil, and Russia, with a selective approach. The video also covers international markets, favoring Japan, and discusses currency impacts, particularly the US dollar and yen.

What is the new regime for financial markets characterized by?

• Lower growth and lower inflation

• Higher growth, higher inflation, and higher uncertainties

• Lower uncertainties and lower interest rates

• Stable growth and stable inflation

Which investment strategy is favored for 2017 according to the transcript?

• Equities over bonds and cash

• Cash over equities

• Bonds over equities

• Real estate over equities

Why are small cap stocks considered favorable in 2017?

• They benefit from higher corporate taxes

• They are less affected by domestic policies

• They benefit from lower corporate taxes and domestic policies

• They have lower growth potential

Which emerging market is highlighted for its recovery despite recent policy hiccups?

• India

• Brazil

• Russia

• China

Which international developed market is favored over Europe for 2017?

• Canada

• South Korea

• Australia

• Japan