The Potential for Disruption in 2017

The transcript discusses potential market disruptions due to geopolitical risks, particularly involving China and Taiwan, and the impact of U.S. policy. It highlights sectoral shifts in the equity market and investment opportunities arising from changes in administration. The discussion also covers macro trends, including the influence of Washington, OPEC, and global markets, with a focus on energy and currency issues. Finally, it examines political changes in Europe, especially in France and Germany, and the rise of populist leaders.

What factors are expected to influence market behavior in the upcoming year?

How might geopolitical risks, particularly regarding China and Taiwan, affect the markets?

What is the significance of the March FOMC meeting in relation to market expectations?

In what ways do sectoral shifts reflect changes in administration and market opportunities?

What potential changes in leadership are anticipated in Europe, particularly in France and Germany?